Filed November 15, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 14 · EIN 91-0675641 | Plan Administrator | $180,780 |
Filed as: GALLAGHER & KENNEDY, P.A. Service code 29 · EIN 86-0489397 | Legal | $27,846 |
HENRY & HORNE, LLP2+ years Service code 10 · EIN 86-0133881 | Accounting | $24,888 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET Service code 62 · EIN 04-3581074 | Float revenue | $13,476 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $10,828 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $117,734-100.0% | $115,752-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 77.8%-77.8pp | 71.6%-71.6pp |
| Annual return | 11.72% | 17.65%-5.9pp | 19.41%-7.7pp | 20.87%-9.1pp |
| Employer contribution / active EE | $1,435 | $2,736-47.5% | $3,492-58.9% | $2,310-37.9% |
| Participant deferral / active EE | $2,851 | $4,435-35.7% | $5,204-45.2% | $3,537-19.4% |
| Admin fee / account holder | $0 | $75-100.0% | $6,278-100.0% | $97-100.0% |