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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $112,003 |
DIAM INC.6+ years Service code 28 · EIN 13-3773155 | Investment Management | $106,660 |
THE BANK OF NEW YORK MELLON6+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Trustee... | $50,128 |
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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 | $95,044-100.0% | $490,804-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 8.4%-8.4pp |
| Annual return | 31.00% | 13.11%+17.9pp | 14.84%+16.2pp | 18.35%+12.7pp |
| Employer contribution / active EE | $36,765 | $51,257-28.3% | $37,950-3.1% | $14,669+150.6% |
| Participant deferral / active EE | $0 | $247-100.0% | $127-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $1-100.0% | $9,141-100.0% |