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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $90,960 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $90,222 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-2984230 | Recordkeeping | $44,202 |
SEATTLE CAPITAL MANAGEMENT1+ years Service code 27 · EIN 91-1402458 | Advisory (Plan) | $33,467 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS PAINE WEBBER Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,102 |
SHANNON & ASSOCIATES, LLP1+ years Service code 10 · EIN 91-1125800 | Accounting | $10,000 |
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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 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | -1.99% | -0.81%-1.2pp | -2.90%+0.9pp | 2.81%-4.8pp |
| Employer contribution / active EE | $1,754 | $22,644-92.3% | $27,990-93.7% | $16,358-89.3% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |