Filed June 12, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $116,137 |
Service code 29 | Legal | $47,219 |
Filed as: FINANCIAL SOLUTIONS INC Service code 51 · EIN 73-1478975 320 SOUTH BOSTON AVENUE SUITE 1130 · TULSA, OK 74103 | Investment Mgmt Fees | $34,958 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 5 CONCOURSE PARKWAY 18TH FLOOR · ATLANTA, GA 30328 | Actuarial | $31,835 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 PO BOX 2545 · FARGO, ND 581082545 | Accounting | $24,885 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,547-100.0% | $102,492-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 17.2%-17.2pp | 12.2%-12.2pp | 44.0%-44.0pp |
| Annual return | 4.50% | 3.51%+1.0pp | 5.17%-0.7pp | 13.05%-8.5pp |
| Employer contribution / active EE | $0 | $33,893-100.0% | $26,422-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,864-100.0% |