| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $46,531 |
STOEL RIVES LLP1+ years Service code 29 · EIN 93-0408771 | Legal | $33,675 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON ASSET SERVICING Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $15,755 |
BAKER TILLY US, LLP1+ years Service code 10 · EIN 39-0859910 | Accounting | $13,650 |
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 | $1,469,698-100.0% | $2,278,297-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | 2487.18% | 7.68%+2479.5pp | 111.29%+2375.9pp | 7.68%+2479.5pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $46,003-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $62-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $0 | $19,323-100.0% |