Filed October 18, 1994 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 1301 5TH AVE STE 3800 · SEATTLE, WA 98101 | Actuarial | $98,183 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 | Advisory (Plan) | $65,000 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 25 · EIN 23-2186884 | Directed Trustee | $22,435 |
FINDLEY7 years Service code 11 · EIN 34-1213174 | Actuarial | $13,455 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 19.95% | 8.04%+11.9pp | 9.17%+10.8pp | 8.76%+11.2pp |
| Employer contribution / active EE | $0 | $10,583-100.0% | $40,523-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |