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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $36,350 |
WSDD CPAS, LTD.1 year Service code 10 · EIN 36-2996439 | Accounting | $13,200 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $80,166-100.0% | $319,634-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 27.6%-27.6pp | 13.5%-13.5pp |
| Annual return | -1.27% | 8.78%-10.1pp | 174.94%-176.2pp | 9.29%-10.6pp |
| Employer contribution / active EE | $3,462 | $11,816-70.7% | $38,590-91.0% | $15,168-77.2% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,783-100.0% | $3,298-100.0% | $2,037-100.0% |