Filed May 17, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 | Actuarial | $61,770 |
US BANK2 years Service code 26 · EIN 41-6271370 | Advisory (Participants) | $41,514 |
NEPC, LLC2 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $40,352 |
SUTTON FROST CARY LLP2 years Filed as: SUTTON FROST CARRY LLP Service code 10 · EIN 75-2593210 | Accounting | $20,786 |
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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.4%-47.4pp |
| Annual return | 9.44% | 4.63%+4.8pp | 29.77%-20.3pp | 12.16%-2.7pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |