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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 11 200 GREAT POND DRIVE, SUITE 110 · WINDSOR, CT 06095 | Actuarial | $283,083 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 83-8091050 | Legal | $99,026 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $318,230-100.0% | $306,246-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 62.9%-62.9pp | 55.8%-55.8pp |
| Annual return | -0.28% | 37.67%-38.0pp | 35.15%-35.4pp | 24.44%-24.7pp |
| Employer contribution / active EE | $2,412,747 | $48,360+4889.1% | $46,389+5101.2% | $41,348+5735.3% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,013-100.0% |