Filed September 7, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $40,617 |
THOMAS WEISEL PARTNERS10+ years Service code 17 · EIN 94-3310172 ONE MONTGOMERY STREET, SUITE 3700 · SAN FRANSISCO, CA 94104 | Pension Consulting | $10,349 |
BRADY MARTZ & ASSOCIATES5 years Service code 10 · EIN 45-0130328 401 DEMERS AVE, SUITE 300 · GRAND FORKS, ND 58208 | Accounting | $3,800 |
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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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 11.61% | 3.60%+8.0pp | 4.95%+6.7pp | 8.76%+2.9pp |
| Employer contribution / active EE | $0 | $20,793-100.0% | $20,917-100.0% | $16,650-100.0% |
| Participant deferral / active EE | $0 | $598-100.0% | $188-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |