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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY9+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $73,645 |
MILLIMAN, INC.9+ years Service code 11 · EIN 91-0675641 | Actuarial | $15,274 |
WILLIAMS KEEPERS LLC6 years Filed as: WILLIAMS-KEEPERS Service code 10 · EIN 43-1126847 | Accounting | $14,000 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 9.12% | 9.67%-0.5pp | 7.69%+1.4pp | 22.81%-13.7pp |
| Employer contribution / active EE | $19,558 | $11,016+77.5% | $28,501-31.4% | $18,290+6.9% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |