Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $185,921 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $87,224 |
THE BANK OF NEW YORK MELLON5+ years Filed as: THE BANK OF NY MELLON TRUST COMPANY Service code 21 · EIN 95-3571558 | Bank Trustee | $84,703 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $40,213 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $20,414 |
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 | $186,381-100.0% | $428,620-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 28.2%-28.2pp | 46.0%-46.0pp | 13.0%-13.0pp |
| Annual return | 16.56% | 12.39%+4.2pp | 20.73%-4.2pp | 13.59%+3.0pp |
| Employer contribution / active EE | $27,778 | $14,456+92.2% | $36,503-23.9% | $14,592+90.4% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,031-100.0% | $7,495-100.0% | $29,657-100.0% |