Filed November 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ANTI-DEFAMATION LEAGUE1+ years Service code 30 · EIN 13-1818723 | Employee (plan sponsor); Employee (plan) | $132,150 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE CONSULTING Service code 11 · EIN 06-1454513 | Actuarial | $61,445 |
PRIME, BUCHHOLZ & ASSOCIATES1+ years Service code 27 · EIN 02-0426421 | Advisory (Plan) | $60,000 |
FIDUCIARY COUNSELORS INC.1+ years Filed as: FIDUCIARY COUNSELORS Service code 17 · EIN 22-3709903 | Pension Consulting | $38,129 |
USI CONSULTING GROUP1+ years Service code 13 · EIN 13-4032401 | Contract Administrator | $34,372 |
WELLS FARGO BANK, N.A.1+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $31,710 |
GREENSFELDER, HEMKE & GALE, P.C.1+ years Filed as: GREENSFELDER, HEMKER & GALE PC Service code 29 · EIN 43-1313567 | Legal | $25,000 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $23,100 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 51 · EIN 45-2978283 | Investment Mgmt Fees | $6,561 |
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Annual investment return 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 | $211,396-100.0% | $108,235-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 4.3%-4.3pp |
| Annual return | -3.31% | -0.83%-2.5pp | -1.08%-2.2pp | 2.81%-6.1pp |
| Employer contribution / active EE | $7,229 | $22,474-67.8% | $35,779-79.8% | $16,358-55.8% |
| Participant deferral / active EE | $0 | $704-100.0% | $238-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $13,449-100.0% | $1,639-100.0% |