Filed October 27, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $99,687 |
USI CONSULTING GROUP1 year Filed as: USI Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $37,211 |
MATRIX TRUST COMPANY10+ years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $28,243 |
HAYNIE & COMPANY5 years Service code 10 · EIN 87-0325228 | Accounting | $16,500 |
Filed as: SCHWAB Service code 18 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Trustee (bank, trust company, or simi... | $5,796 |
SHERMAN & HOWARD4 years Service code 29 · EIN 31-0541755 | Legal | $5,564 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 2.02% | 8.17%-6.2pp | 9.17%-7.2pp | 7.65%-5.6pp |
| Employer contribution / active EE | $15,929 | $16,702-4.6% | $40,523-60.7% | $20,582-22.6% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |