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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Filed as: MILLIMAN INC Service code 28 · EIN 91-0189318 3800 AMERICAN BLVD W, SUITE 400 · MINNEAPOLIS, MN 55431 | Investment Management | $125,116 |
NAT'L ELEV IND PENSION PLAN3 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 | $41,387 |
Service code 29 · EIN 72-0999672 2540 SEVERN AVE. SUITE 400 · METAIRIE, LA 70002 | Legal | $31,338 |
Filed as: DUPLANTIER, HRAPMANN, HOGAN & MAHER Service code 10 · EIN 72-0567396 1615 POYDRAS STREET, SUITE 2100 · NEW ORLEANS, LA 70112 | Accounting | $22,748 |
Service code 16 · EIN 32-0016703 2215 YORK ROAD, SUITE 206 · OAK BROOK, IL 60523 | Consulting | $12,000 |
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.
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 | $12,449 | $81,719-84.8% | $101,264-87.7% | $90,274-86.2% |
| Participation rate | 45.4% | 80.7%-35.3pp | 75.8%-30.4pp | 73.4%-28.0pp |
| Annual return | 10.37% | 337.64%-327.3pp | 46.48%-36.1pp | 53.97%-43.6pp |
| Employer contribution / active EE | $863 | $3,622-76.2% | $3,660-76.4% | $2,523-65.8% |
| Participant deferral / active EE | $15 | $3,310-99.6% | $4,370-99.7% | $4,231-99.7% |
| Admin fee / account holder | $147 | $162-9.2% | $5,947-97.5% | $114+28.8% |