Filed February 26, 2019 (most recent of 4 filings on file)
Total covered: 40 employees
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $306,637 |
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF OKLAHOMA Service code 49 · EIN 73-6017987 | Other Services | $33,212 |
COMMERCE BANK10+ years Filed as: COMMERCE TRUST COMPANY Service code 49 · EIN 43-1795601 | Other Services | $27,965 |
Filed as: ONEDIGITAL Service code 61 · EIN 58-2522668 | Finders' fees / placement fees | $24,000 |
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Employer 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 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 5.95% | 8.46%-2.5pp | 9.82%-3.9pp | 8.76%-2.8pp |
| Employer contribution / active EE | $1,513 | $11,054-86.3% | $30,322-95.0% | $16,664-90.9% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |