Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $136,278 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $68,383 |
THE BANK OF NEW YORK MELLON1+ years Filed as: THE BANK OF NY MELLON TRUST COMPANY Service code 21 · EIN 95-3571558 | Bank Trustee | $55,648 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $27,495 |
KKR PRISMA1+ years Filed as: KKR MEZZANINE I ADVISORS LLC Service code 28 · EIN 27-2815243 | Investment Management | $23,523 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $11,565 |
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 | $62,124-100.0% | $219,333-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 40.7%-40.7pp | 42.3%-42.3pp | 15.7%-15.7pp |
| Annual return | -1.55% | -1.80%+0.2pp | -2.01%+0.5pp | -7.14%+5.6pp |
| Employer contribution / active EE | $62,500 | $14,777+323.0% | $34,453+81.4% | $14,613+327.7% |
| Participant deferral / active EE | $0 | $11-100.0% | $34-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,779-100.0% | $5,362-100.0% | $1,191-100.0% |