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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $1,955,266 |
THE BANK OF NEW YORK MELLON5+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $340,301 |
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $27,000 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 13.40% | 34.64%-21.2pp | 20.73%-7.3pp | 21.83%-8.4pp |
| Employer contribution / active EE | $14,949 | $7,654+95.3% | $36,503-59.0% | $12,237+22.2% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |