Filed November 20, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BIRMINGHAM CAPITAL MANAGEMENT8+ years Service code 28 · EIN 63-0856104 | Investment Management | $84,279 |
Filed as: PRINCIPALBANK - TRUSTEE Service code 21 · EIN 42-1520346 | Bank Trustee | $39,725 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $32,354 |
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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 | $164,233-100.0% | $270,125-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | 2.54% | -10.37%+12.9pp | -38.85%+41.4pp | 2.77%-0.2pp |
| Employer contribution / active EE | $3,380 | $8,700-61.1% | $37,755-91.0% | $15,262-77.9% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |