Filed September 16, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 910675641 · DALLAS, TX 75251 | Actuarial | $280,867 |
US BANK1+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $25,161 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $285,997-100.0% | $343,293-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 55.8%-55.8pp |
| Annual return | 11.71% | 20.03%-8.3pp | 16.99%-5.3pp | 24.44%-12.7pp |
| Employer contribution / active EE | $0 | $35,821-100.0% | $26,485-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $22,013-100.0% | - | $22,013-100.0% |