Filed May 17, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
US BANK2+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $39,855 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $23,580 |
SUTTON FROST CARY LLP2+ years Service code 10 · EIN 75-2593210 | Accounting | $20,177 |
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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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 4.47% | 17.94%-13.5pp | 5.44%-1.0pp | 7.18%-2.7pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |