Filed May 17, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INCOME RESEARCH & MANAGEMENT INC. Service code 28 · EIN 04-2955404 | Investment Management | $571,380 |
NEPC, LLC3 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $301,489 |
US BANK9+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $88,117 |
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 | Actuarial | $54,835 |
SUTTON FROST CARY LLP9+ years Service code 10 · EIN 75-2593210 | Accounting | $48,700 |
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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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 10.43% | 8.00%+2.4pp | 7.69%+2.7pp | 37.77%-27.3pp |
| Employer contribution / active EE | $0 | $15,902-100.0% | $28,501-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |