Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $176,498 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $91,869 |
THE BANK OF NEW YORK MELLON7+ years Filed as: THE BANK OF NY MELLON TRUST COMPANY Service code 21 · EIN 95-3571558 | Bank Trustee | $72,471 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $17,009 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $239,436-100.0% | $227,282-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 42.0%-42.0pp | 35.4%-35.4pp | 37.6%-37.6pp |
| Annual return | 13.90% | 10.53%+3.4pp | 10.75%+3.2pp | 9.30%+4.6pp |
| Employer contribution / active EE | $0 | $37,410-100.0% | $35,170-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,800-100.0% | $4,611-100.0% | $12,596-100.0% |