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| Provider | Service type | Compensation |
|---|---|---|
DIAM INC.7+ years Service code 28 · EIN 13-3773155 | Investment Management | $124,116 |
MILLIMAN, INC.7+ years Service code 11 · EIN 91-0675641 | Actuarial | $109,412 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Trustee (bank... | $50,249 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | - | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.9%-9.9pp |
| Annual return | 6.01% | 178.88%-172.9pp | 22.50%-16.5pp | -5.25%+11.3pp |
| Employer contribution / active EE | $11,475 | $21,448-46.5% | $33,849-66.1% | $15,161-24.3% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | - | $3,859-100.0% |