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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $133,753 |
GRANT THORNTON LLP8+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $40,000 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST Service code 21 · EIN 43-1661502 | Bank Trustee | $0 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $2,278,297-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | -20.26% | 90.87%-111.1pp | 111.29%-131.6pp | 2.78%-23.0pp |
| Employer contribution / active EE | $0 | $19,322-100.0% | $46,003-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $0 | $62-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |