Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $210,731 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $80,882 |
THE BANK OF NEW YORK MELLON4+ years Filed as: THE BANK OF NY MELLON TRUST COMPANY Service code 21 · EIN 95-3571558 | Bank Trustee | $52,690 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $34,848 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $21,632 |
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 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | -5.76% | -2.89%-2.9pp | -102.04%+96.3pp | 10.56%-16.3pp |
| Employer contribution / active EE | $78,947 | $14,715+436.5% | $36,232+117.9% | $13,643+478.7% |
| Participant deferral / active EE | $0 | $46-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |