Filed November 20, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $81,698 |
BIRMINGHAM CAPITAL MANAGEMENT1+ years Service code 28 · EIN 63-0856104 | Investment Management | $74,501 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO - TRUSTEE Service code 21 · EIN 94-1347393 | Bank Trustee | $35,135 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -7.03% | -0.96%-6.1pp | -2.01%-5.0pp | -0.60%-6.4pp |
| Employer contribution / active EE | $678 | $6,828-90.1% | $34,453-98.0% | $12,272-94.5% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |