Filed January 22, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $97,133 |
MERCER1+ years Filed as: PAVILION ADVISORY GROUP, INC. Service code 28 · EIN 04-3831795 | Investment Management | $28,831 |
CAPIN CROUSE LLP1+ years Service code 10 · EIN 36-3990892 | Accounting | $9,792 |
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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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 1.63% | 4.08%-2.4pp | 3.97%-2.3pp | 11.88%-10.2pp |
| Employer contribution / active EE | $19,018 | $19,692-3.4% | $28,168-32.5% | $14,612+30.1% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |