Filed March 24, 2021
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| Provider | Service type | Compensation |
|---|---|---|
COLUMBIA4+ years Filed as: COLUMBIA MGMT INV ADV Service code 27 P.O. BOX 8081 · BOSTON, MA 022668081 | Advisory (Plan) | $45,138 |
COMMERCE BANK4+ years Filed as: THE COMMERCE TRUST COMPANY Service code 19 · EIN 43-6334070 | Securities Custodian | $41,645 |
DIAMOND HILL4+ years Service code 27 · EIN 65-0190407 | Advisory (Plan) | $39,730 |
Filed as: ATLANTA CONSULTING GROUP Service code 27 · EIN 81-5358976 | Advisory (Plan) | $38,586 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $27,780 |
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Employer contribution per participant 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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | -5.46% | 13.30%-18.8pp | 4.36%-9.8pp | -0.69%-4.8pp |
| Employer contribution / active EE | $0 | $10,363-100.0% | $27,383-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |