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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY4+ years Service code 21 | Bank Trustee | $56,920 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $30,401 |
WILLIAMS KEEPERS LLC1 year Filed as: WILLIAMS-KEEPERS Service code 10 · EIN 43-1126847 | Accounting | $10,900 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | -4.95% | -2.68%-2.3pp | 12.68%-17.6pp | -0.69%-4.3pp |
| Employer contribution / active EE | $0 | $18,045-100.0% | $22,860-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |