Filed September 7, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $20,483 |
THOMAS WEISEL PARTNERS9+ years Service code 17 · EIN 94-3310172 ONE MONTGOMERY STREET, SUITE 3700 · SAN FRANSICO, CA 94104 | Pension Consulting | $9,618 |
BRADY MARTZ & ASSOCIATES4 years Service code 10 · EIN 45-0130328 401 DEMERS AVE, SUITE 300 · GRAND FORKS, ND 58208 | Accounting | $7,000 |
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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 | $3,299,877-100.0% | $191,373-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.3%-2.3pp |
| Annual return | 14.19% | 9.42%+4.8pp | 8.46%+5.7pp | 37.74%-23.6pp |
| Employer contribution / active EE | $0 | $16,284-100.0% | $25,175-100.0% | $15,788-100.0% |
| Participant deferral / active EE | $0 | $512-100.0% | $181-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $730-100.0% | $9,287-100.0% |