Filed May 17, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
US BANK5+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $73,861 |
NEPC, LLC2 years Filed as: NEPC,LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $53,490 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC. Service code 27 · EIN 26-1429809 | Advisory (Plan) | $52,187 |
SUTTON FROST CARY LLP5+ years Service code 10 · EIN 75-2593210 | Accounting | $23,286 |
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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 | $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 | 15.43% | 221.56%-206.1pp | 29.77%-14.3pp | 53.27%-37.8pp |
| 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% |