Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $153,491 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $75,409 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $28,174 |
THE BANK OF NEW YORK MELLON2+ years Filed as: THE BANK OF NY MELLON TRUST COMPANY Service code 21 · EIN 95-3571558 | Bank Trustee | $27,851 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $18,376 |
KKR PRISMA2+ years Filed as: KKR MEZZANINE I ADVISORS LLC Service code 28 · EIN 27-2815243 | Investment Management | $14,193 |
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 | $71,025-100.0% | $219,466-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 32.7%-32.7pp | 44.6%-44.6pp | 12.6%-12.6pp |
| Annual return | 6.03% | 4.87%+1.2pp | 5.00%+1.0pp | 4.56%+1.5pp |
| Employer contribution / active EE | $81,633 | $14,613+458.6% | $35,918+127.3% | $15,526+425.8% |
| Participant deferral / active EE | $0 | $54-100.0% | $75-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,874-100.0% | $13,204-100.0% | $1,711-100.0% |