Filed November 25, 2014 (most recent of 3 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.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $103,883 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN FINANCIAL RISK MANAGEMENT Service code 28 · EIN 45-3368101 | Investment Management | $32,612 |
US BANK2+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $30,277 |
RVK, INC.2+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $22,447 |
STOEL RIVES LLP2+ years Filed as: STOEL RIVES Service code 29 · EIN 93-0408771 | Legal | $15,589 |
WESTWOOD TRUST2+ years Filed as: WESTWOOD MANAGEMENT CORP. Service code 28 · EIN 13-3160186 | Investment Management | $12,236 |
SHELLY DAVIS, CPA, PC1 year Service code 10 · EIN 46-1513971 | Accounting | $7,080 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 5.00% | 7.64%-2.6pp | 7.98%-3.0pp | 11.88%-6.9pp |
| Employer contribution / active EE | $1,869 | $10,406-82.0% | $23,724-92.1% | $14,612-87.2% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |