Filed March 8, 2017 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.8+ years Service code 11 · EIN 91-0675641 | Actuarial | $864,340 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON ASSET SERVICING Service code 18 · EIN 13-5160382 | Shareholder servicing fees; Custodial... | $65,280 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $25,750 |
STOEL RIVES LLP8+ years Service code 29 · EIN 93-0408771 | Legal | $18,756 |
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.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -24.95% | 87.23%-112.2pp | -5.12%-19.8pp | 23.41%-48.4pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |