Filed October 27, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $131,135 |
INGHAM & COMPANY7+ years Filed as: INGHAM RETIREMENT GROUP Service code 27 9155 SOUTH DADELAND BLVD · MIAMI, FL 33156 | Advisory (Plan) | $98,038 |
MATRIX TRUST COMPANY7+ years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $31,450 |
HAYNIE & COMPANY2 years Service code 10 · EIN 87-0325228 | Accounting | $14,300 |
SHERMAN & HOWARD1 year Service code 29 675 15TH STREET, SUITE 2300 · DENVER, CO 80202 | Legal | $7,928 |
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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 | $215,870-100.0% | $454,052-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 18.4%-18.4pp | 3.6%-3.6pp |
| Annual return | 0.30% | 11.11%-10.8pp | 8.95%-8.6pp | 11.84%-11.5pp |
| Employer contribution / active EE | $28,646 | $19,861+44.2% | $46,559-38.5% | $17,339+65.2% |
| Participant deferral / active EE | $0 | $1,543-100.0% | $131-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $19,831-100.0% | $409-100.0% |