Filed March 8, 2017
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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $131,510 |
Filed as: PRINCIPAL Service code 17 · EIN 42-0127290 | Pension Consulting | $112,026 |
PORTFOLIO EVALUATIONS, INC.5+ years Filed as: PORTFOLIO EVALUATIONS INC. Service code 27 · EIN 22-3189064 | Advisory (Plan) | $55,000 |
AETNA LIFE INSURANCE COMPANY3 years Filed as: AETNA Service code 27 · EIN 06-6033492 | Advisory (Plan) | $38,345 |
PKF O'CONNOR DAVIES, LLP3 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $15,700 |
THE BANK OF NEW YORK MELLON3 years Filed as: TD BANK Service code 18 · EIN 01-0137770 | Custodial (other than securities) | $8,330 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 18.36% | 15.61%+2.7pp | 20.73%-2.4pp | 53.27%-34.9pp |
| Employer contribution / active EE | $1,841 | $10,773-82.9% | $36,503-95.0% | $14,774-87.5% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |