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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $90,211 |
DIAM INC.1+ years Service code 28 · EIN 13-3773155 | Investment Management | $74,636 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $50,065 |
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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.
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 | $52,729-100.0% | $442,730-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 12.6%-12.6pp |
| Annual return | 0.73% | 4.89%-4.2pp | 4.72%-4.0pp | 4.56%-3.8pp |
| Employer contribution / active EE | $28,727 | $13,673+110.1% | $30,821-6.8% | $15,526+85.0% |
| Participant deferral / active EE | $0 | $0 | $113-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $2,146-100.0% | $1,711-100.0% |