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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN INC. Service code 10 · EIN 91-0675641 1301 FIFTH AVENUE · SEATTLE, WA 98101 | Accounting | $61,130 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD Service code 27 P.O. BOX 2600 · VALLEY FORGE, PA 194822600 | Advisory (Plan) | $53,288 |
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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 | $93,040-100.0% | $148,078-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.7%-43.7pp |
| Annual return | 1.87% | 3.77%-1.9pp | 6.70%-4.8pp | 13.05%-11.2pp |
| Employer contribution / active EE | $0 | $35,747-100.0% | $25,217-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,365-100.0% |