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| Provider | Service type | Compensation |
|---|---|---|
FAYEZ SAROFIM & CO10+ years Filed as: FAYEZ SAROFIM Service code 28 · EIN 74-1312679 | Investment Management | $202,924 |
Filed as: PRINCIPAL Service code 21 · EIN 51-0099493 | Bank Trustee | $35,116 |
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $22,835 |
Filed as: ROLOFF, HNATEK AND CO. LLP Service code 10 · EIN 74-1249829 | Accounting | $9,625 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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 | $52,198-100.0% | $290,873-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 11.0%-11.0pp |
| Annual return | 10.22% | 9.01%+1.2pp | 7.19%+3.0pp | 8.21%+2.0pp |
| Employer contribution / active EE | $0 | $12,511-100.0% | $35,860-100.0% | $13,837-100.0% |
| Participant deferral / active EE | $0 | $107-100.0% | $162-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,724-100.0% | $1,652-100.0% |