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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $70,050 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 41-6257133 | Bank Trustee | $69,709 |
DOEREN MAYHEW2+ years Filed as: DOEREN MAYHEW TEXAS PLLC Service code 10 · EIN 36-4745545 | Accounting | $25,853 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $52,729-100.0% | $295,226-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.7%-14.7pp | 12.6%-12.6pp |
| Annual return | 5.23% | 4.21%+1.0pp | 4.64%+0.6pp | 4.56%+0.7pp |
| Employer contribution / active EE | $24,712 | $12,288+101.1% | $35,349-30.1% | $15,526+59.2% |
| Participant deferral / active EE | $0 | $115-100.0% | $461-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $343,074-100.0% | $1,711-100.0% |