Filed December 10, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $42,926 |
MOSS ADAMS LLP9+ years Filed as: MOSS ADAMS Service code 20 · EIN 91-0189318 | Trustee (individual); Direct payment ... | $13,650 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,967 | $49,763+2.4% | $70,589-27.8% | $74,478-31.6% |
| Participation rate | 98.9% | 64.6%+34.2pp | 68.4%+30.5pp | 70.7%+28.2pp |
| Annual return | 6.75% | 21.21%-14.5pp | 32.80%-26.1pp | 34.37%-27.6pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $2,977-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $4,569-100.0% | $4,530-100.0% |
| Admin fee / account holder | $96 | $316-69.8% | $6,430-98.5% | $347-72.5% |