Filed August 25, 2023
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8 years Filed as: MILLIMAN Service code 50 · EIN 91-0675641 | Direct Payment | $28,752 |
ARMANINO LLP6 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $15,435 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC. Service code 26 · EIN 84-0854432 | Advisory (Participants) | $10,399 |
TIAA8 years Filed as: TIAA-TEACHERS INURANCE & ANNUITY A Service code 23 · EIN 13-1624203 | Insurance services; Direct payment fr... | $3,703 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,852 | $91,692+59.1% | $67,561+115.9% | $77,714+87.7% |
| Participation rate | 99.2% | 76.0%+23.2pp | 72.9%+26.3pp | 70.6%+28.6pp |
| Annual return | 13.28% | 14.88%-1.6pp | 3525.44%-3512.2pp | 31.26%-18.0pp |
| Employer contribution / active EE | $6,257 | $3,188+96.3% | $2,735+128.8% | $2,727+129.5% |
| Participant deferral / active EE | $7,489 | $3,912+91.4% | $4,003+87.1% | $4,649+61.1% |
| Admin fee / account holder | $88 | $245-63.8% | $4,006-97.8% | $433-79.6% |