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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8 years Filed as: MILLIMAN INC Service code 28 · EIN 91-0189318 3800 AMERICAN BLVD W, SUITE 400 · MINNEAPOLIS, MN 55431 | Investment Management | $118,905 |
NAT'L ELEV IND PENSION PLAN7 years Filed as: NAT'L EMPLOYEE BENEFITS ADMINISTRA Service code 13 · EIN 65-0498809 8657 BAYPINE ROAD, BLDG 5, STE. 200 · JACKSONVILLE, FL 32256 | Contract Administrator | $48,888 |
Filed as: DUPLANTIER, HRAPMANN, HOGAN & MAHER Service code 10 · EIN 72-0567396 1615 POYDRAS STREET, SUITE 2100 · NEW ORLEANS, LA 70112 | Accounting | $42,001 |
Service code 16 · EIN 32-0016703 2215 YORK ROAD, SUITE 206 · OAK BROOK, IL 60523 | Consulting | $15,000 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 2540 SEVERN AVE. SUITE 400 · METAIRIE, LA 70002 | Legal | $9,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,841 | $241,850-93.4% | $102,412-84.5% | $199,960-92.1% |
| Participation rate | 44.2% | 78.3%-34.1pp | 74.5%-30.3pp | 72.0%-27.8pp |
| Annual return | 8.07% | 17.67%-9.6pp | 24.94%-16.9pp | 34.28%-26.2pp |
| Employer contribution / active EE | $1,384 | $4,253-67.5% | $3,870-64.2% | $3,036-54.4% |
| Participant deferral / active EE | $28 | $3,961-99.3% | $5,060-99.5% | $5,087-99.5% |
| Admin fee / account holder | $149 | $288-48.2% | $8,388-98.2% | $269-44.6% |