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.5+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $70,971 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD FIDUCIARY TRUST Service code 13 · EIN 23-2186884 | Contract Administrator | $44,929 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 86-0181291 | Actuarial | $44,020 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $22,500 |
BENNING GROUP, LLC5+ years Service code 10 · EIN 30-0003878 | Accounting | $21,050 |
WILSON SONSINI GOODRICH & ROSATI5+ years Service code 29 · EIN 94-2451946 | Legal | $1,886 |
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 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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 26.75% | 221.56%-194.8pp | 29.77%-3.0pp | 53.27%-26.5pp |
| Employer contribution / active EE | $0 | $12,096-100.0% | $33,607-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |