Filed March 8, 2017 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $1,088,416 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON ASSET SERVICING Service code 18 · EIN 13-5160382 | Float revenue; Shareholder servicing ... | $85,837 |
STOEL RIVES LLP2+ years Service code 29 · EIN 93-0408771 | Legal | $49,078 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $18,228 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 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 | $59,704-100.0% | $567,892-100.0% | $59,704-100.0% |
| Participation rate | 0.0% | 30.5%-30.5pp | 100.0%-100.0pp | 30.5%-30.5pp |
| Annual return | 14.73% | 6.59%+8.1pp | 5.58%+9.1pp | 6.59%+8.1pp |
| Employer contribution / active EE | $0 | $6,727-100.0% | $14,683-100.0% | $6,727-100.0% |
| Participant deferral / active EE | $0 | $0 | $8,000-100.0% | $0 |
| Admin fee / account holder | $0 | $299-100.0% | $22,247-100.0% | $299-100.0% |