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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $194,273 |
USI CONSULTING GROUP3+ years Filed as: USI ADVISORS, INC Service code 28 · EIN 06-1397347 | Investment Management | $84,000 |
Service code 29 · EIN 91-1917286 | Legal | $36,770 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $268,676-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -17.11% | 11.48%-28.6pp | -10.68%-6.4pp | 2.77%-19.9pp |
| Employer contribution / active EE | $8,489 | $5,632+50.7% | $48,995-82.7% | $15,262-44.4% |
| Participant deferral / active EE | $0 | $1,554-100.0% | $360-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,366-100.0% | $1,015-100.0% |