Filed October 27, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $71,370 |
INGHAM & COMPANY3+ years Filed as: INGHAM RETIREMENT GROUP Service code 27 9155 SOUTH DADELAND BLVD · MIAMI, FL 33156 | Advisory (Plan) | $52,310 |
MATRIX TRUST COMPANY3+ years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $21,112 |
WILLIAM G. LAJOIE, PC3+ years Service code 10 · EIN 84-1001549 | Accounting | $13,167 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 10.40% | 13.03%-2.6pp | 10.36%0pp | 23.90%-13.5pp |
| Employer contribution / active EE | $18,788 | $15,779+19.1% | $37,738-50.2% | $16,539+13.6% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |