Filed May 17, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC3 years Filed as: NEPC,LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $273,676 |
US BANK6+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $73,040 |
MILLIMAN, INC.2 years Filed as: MILLIMAN INC. Service code 27 · EIN 26-1429809 | Advisory (Plan) | $39,193 |
SUTTON FROST CARY LLP6+ years Service code 10 · EIN 75-2593210 | Accounting | $20,000 |
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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 | $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 | 94.57% | 13.15%+81.4pp | -2.84%+97.4pp | 11.45%+83.1pp |
| 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% |