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.6 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $272,327 |
COMMERCE BANK8+ years Filed as: COMMERCE TRUST COMPANY Service code 49 · EIN 43-1795601 | Other Services | $36,588 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF OKLAHOMA Service code 49 · EIN 73-6017987 | Other Services | $32,167 |
Filed as: ONEDIGITAL Service code 17 · EIN 58-2522668 | Pension Consulting | $24,000 |
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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 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -14.57% | -10.35%-4.2pp | -38.86%+24.3pp | 2.78%-17.3pp |
| Employer contribution / active EE | $4,581 | $8,768-47.8% | $37,756-87.9% | $15,276-70.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |