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.6+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $64,906 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 86-0181291 | Actuarial | $58,081 |
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD FIDUCIARY TRUST Service code 13 · EIN 23-2186884 | Contract Administrator | $52,439 |
BENNING GROUP, LLC6+ years Service code 10 · EIN 30-0003878 | Accounting | $36,550 |
DIMEO SCHNEIDER & ASSOCIATES LLC6+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $22,500 |
WILSON SONSINI GOODRICH & ROSATI6+ years Service code 29 · EIN 94-2451946 | Legal | $7,622 |
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 30.06% | 13.15%+16.9pp | -2.84%+32.9pp | 11.45%+18.6pp |
| Employer contribution / active EE | $0 | $23,714-100.0% | $33,329-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |