Filed December 9, 2015 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $190,896 |
NORTHERN TRUST COMPANY1 year Service code 18 · EIN 36-1561860 | Direct payment from the plan; Custodi... | $60,344 |
MCSOLEY MCCOY & CO3 years Filed as: MCSOLEY, MCCOY & COMPANY Service code 10 · EIN 03-0327374 | Accounting | $10,500 |
PBI1 year Service code 49 900 LARKSPUR LANDING CIRCLE · LARKSPUR, CA 94939 | Other Services | $7,170 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -4.00% | -2.48%-1.5pp | -102.04%+98.0pp | 0.19%-4.2pp |
| Employer contribution / active EE | $0 | $7,648-100.0% | $36,232-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |