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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $73,582 |
MERCER5+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $43,193 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $11,667 |
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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 | $46,244-100.0% | $336,625-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 51.5%-51.5pp | 2.8%-2.8pp |
| Annual return | 21.68% | 16.32%+5.4pp | 10.36%+11.3pp | 16.32%+5.4pp |
| Employer contribution / active EE | $0 | $17,007-100.0% | $52,561-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $406-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $7,349-100.0% | $127-100.0% |