Filed July 6, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $75,485 |
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $66,592 |
LEGAL & GENERAL INVESTMENT10+ years Service code 28 · EIN 20-8058531 71 S. WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $15,559 |
Filed as: PRINCIPAL TRUST COMPANY Service code 19 · EIN 51-0099493 | Securities Custodian | $11,350 |
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Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $282,424-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 27.9%-27.9pp | 2.9%-2.9pp |
| Annual return | 8.88% | 8.39%+0.5pp | 3.87%+5.0pp | 8.39%+0.5pp |
| Employer contribution / active EE | $4,180 | $18,340-77.2% | $28,590-85.4% | $18,340-77.2% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $13-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $8,735-100.0% | $200-100.0% |