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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $150,693 |
GRANT THORNTON LLP10+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $42,000 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST Service code 21 · EIN 43-1661502 | Bank Trustee | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
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 | 0.43% | 8.76%-8.3pp | 3.39%-3.0pp | 8.76%-8.3pp |
| Employer contribution / active EE | $0 | $16,664-100.0% | $31,780-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $948-100.0% | $83-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |