Filed November 20, 2017 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $85,981 |
BIRMINGHAM CAPITAL MANAGEMENT2+ years Service code 28 · EIN 63-0856104 | Investment Management | $64,723 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO - TRUSTEE Service code 21 · EIN 94-1347393 | Bank Trustee | $32,892 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 11.30% | 5.09%+6.2pp | 5.00%+6.3pp | 7.18%+4.1pp |
| Employer contribution / active EE | $2,812 | $7,393-62.0% | $35,918-92.2% | $13,095-78.5% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |