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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $109,744 |
DIAM INC.5+ years Service code 28 · EIN 13-3773155 | Investment Management | $98,769 |
THE BANK OF NEW YORK MELLON5+ years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $75,235 |
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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 | $20,848-100.0% | $353,945-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 20.8%-20.8pp | 13.5%-13.5pp |
| Annual return | -1.68% | 12.26%-13.9pp | 10.57%-12.2pp | 9.29%-11.0pp |
| Employer contribution / active EE | $40,541 | $20,182+100.9% | $29,483+37.5% | $15,168+167.3% |
| Participant deferral / active EE | $0 | $23-100.0% | $150-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $2,009-100.0% | $2,037-100.0% |