Filed March 8, 2024 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $73,150 |
FORVIS, LLP1 year Filed as: MAZARSUSA LLP Service code 10 · EIN 13-1459550 | Accounting | $25,092 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $14,370 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 13.26% | 11.16%+2.1pp | 10.36%+2.9pp | 10.41%+2.8pp |
| Employer contribution / active EE | $0 | $16,610-100.0% | $37,738-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |