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.7 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $276,707 |
Filed as: ONEDIGITAL Service code 17 · EIN 58-2522668 | Pension Consulting | $36,000 |
COMMERCE BANK9+ years Filed as: COMMERCE TRUST COMPANY Service code 49 · EIN 43-1795601 | Other Services | $33,974 |
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF OKLAHOMA Service code 49 · EIN 73-6017987 | Other Services | $32,348 |
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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $250,986-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.3%-2.3pp |
| Annual return | 9.23% | 17.94%-8.7pp | 32.30%-23.1pp | 37.74%-28.5pp |
| Employer contribution / active EE | $0 | $10,320-100.0% | $33,955-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |