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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $349,119 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $2,278,297-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 5.6%-5.6pp | 1.5%-1.5pp |
| Annual return | -19.55% | 23.41%-43.0pp | 111.29%-130.8pp | 23.41%-43.0pp |
| Employer contribution / active EE | $12,509 | $12,650-1.1% | $46,003-72.8% | $12,650-1.1% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $62-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $0 | $14,884-100.0% |