Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $226,076 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $86,959 |
THE BANK OF NEW YORK MELLON6+ years Filed as: THE BANK OF NY MELLON TRUST COMPANY Service code 21 · EIN 95-3571558 | Bank Trustee | $71,254 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $40,518 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $5,731 |
KKR PRISMA6+ years Filed as: KKR MEZZANINE I ADVISORS LLC Service code 28 · EIN 27-2815243 | Investment Management | $3,174 |
Employer 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $68,025-100.0% | $220,428-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 38.3%-38.3pp | 43.5%-43.5pp | 13.5%-13.5pp |
| Annual return | 12.47% | 9.03%+3.4pp | 90.61%-78.1pp | 9.29%+3.2pp |
| Employer contribution / active EE | $0 | $14,065-100.0% | $32,730-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,029-100.0% | $12,805-100.0% | $2,037-100.0% |