Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $172,508 |
THE BANK OF NEW YORK MELLON3+ years Filed as: THE BANK OF NY MELLON TRUST COMPANY Service code 21 · EIN 95-3571558 | Bank Trustee | $105,445 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $78,205 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $31,473 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $24,554 |
KKR PRISMA3+ years Filed as: KKR MEZZANINE I ADVISORS LLC Service code 28 · EIN 27-2815243 | Investment Management | $12,062 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,154-100.0% | $198,173-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 42.0%-42.0pp | 11.3%-11.3pp |
| Annual return | 15.02% | 9.55%+5.5pp | 10.16%+4.9pp | 10.41%+4.6pp |
| Employer contribution / active EE | $116,279 | $14,371+709.1% | $33,192+250.3% | $14,691+691.5% |
| Participant deferral / active EE | $0 | $6-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $5,973-100.0% | $7,531-100.0% | $2,646-100.0% |