Filed April 17, 2009 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 1455 SW BROADWAY STREET · PORTLAND, OR 97201 | Actuarial | $16,579 |
SEVEN SIMPLE MACHINES4 years Service code 15 · EIN 20-4028622 5429 RUSSELL AVE NW · SEATTLE, WA 98107 | Recordkeeping | $8,423 |
LINCOLN NATIONAL CORPORATION5+ years Service code 64 · EIN 35-1140070 | Recordkeeping Fees | $3,799 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $498,046 | $47,456+949.5% | $172,757+188.3% | $77,775+540.4% |
| Participation rate | 3.0% | 66.3%-63.3pp | 82.6%-79.7pp | 73.2%-70.2pp |
| Annual return | 21.77% | 35.57%-13.8pp | 803.06%-781.3pp | 32.58%-10.8pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $244 | $81+201.8% | $13,956-98.3% | $100+143.8% |