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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $82,562 |
Filed as: PRINCIPAL Service code 21 · EIN 42-1466678 | Bank Trustee | $75,237 |
CLARK NUBER10+ years Service code 10 · EIN 91-1194016 | Accounting | $19,740 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 10.4%-10.4pp | 0.0%0pp | 10.4%-10.4pp |
| Annual return | 7.84% | 9.31%-1.5pp | 8.95%-1.1pp | 9.31%-1.5pp |
| Employer contribution / active EE | $11,128 | $13,179-15.6% | $31,121-64.2% | $13,179-15.6% |
| Participant deferral / active EE | $0 | $193-100.0% | $25-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |