Filed January 22, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $177,156 |
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 13-2834414 | Investment Management | $33,525 |
CAPIN CROUSE LLP10+ years Service code 10 · EIN 36-3990892 | Accounting | $15,600 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $134,556-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.2%-18.2pp | 10.4%-10.4pp |
| Annual return | 5.70% | 8.94%-3.2pp | 7.17%-1.5pp | 9.31%-3.6pp |
| Employer contribution / active EE | $12,821 | $25,144-49.0% | $29,386-56.4% | $13,179-2.7% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $623-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $8,606-100.0% | $4,785-100.0% |