Filed April 27, 2001 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $134,741 |
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 86-0181291 | Actuarial | $67,060 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD FIDUCIARY TRUST Service code 13 · EIN 23-2186884 | Contract Administrator | $41,136 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $28,125 |
BENNING GROUP, LLC10+ years Service code 10 · EIN 30-0003878 | Accounting | $28,000 |
US BANK1 year Service code 21 · EIN 41-6271370 | Bank Trustee | $3,656 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 3.06% | 9.45%-6.4pp | 5.04%-2.0pp | 7.65%-4.6pp |
| Employer contribution / active EE | $676 | $14,895-95.5% | $26,454-97.4% | $20,582-96.7% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |