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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $419,237 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $102,609 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $51,127 |
K&L GATES1+ years Filed as: K&L GATES, LLP Service code 29 · EIN 25-0921018 | Legal | $5,446 |
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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 | $82,591-100.0% | $177,167-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.8%-11.8pp | 0.8%-0.8pp |
| Annual return | -0.30% | -0.60%+0.3pp | -2.52%+2.2pp | -0.60%+0.3pp |
| Employer contribution / active EE | $28,037 | $12,272+128.5% | $82,375-66.0% | $12,272+128.5% |
| Participant deferral / active EE | $0 | $416-100.0% | $201-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $1,917-100.0% | $717-100.0% |