Filed November 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ANTI-DEFAMATION LEAGUE2+ years Service code 30 · EIN 13-1818723 | Employee (plan); Employee (plan sponsor) | $78,034 |
PRIME, BUCHHOLZ & ASSOCIATES2+ years Service code 27 · EIN 02-0426421 | Advisory (Plan) | $60,000 |
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE CONSULTING Service code 11 · EIN 06-1454513 | Actuarial | $40,500 |
USI CONSULTING GROUP2+ years Service code 13 · EIN 13-4032401 | Contract Administrator | $33,981 |
WELLS FARGO BANK, N.A.2+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $30,173 |
GREENSFELDER, HEMKE & GALE, P.C.2+ years Filed as: GREENSFELDER, HEMKER & GALE PC Service code 29 · EIN 43-1313567 | Legal | $25,000 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $23,100 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 51 · EIN 38-3766431 | Investment Mgmt Fees | $8,173 |
FIDUCIARY COUNSELORS INC.2+ years Filed as: FIDUCIARY COUNSELORS Service code 17 · EIN 22-3709903 | Pension Consulting | $6,016 |
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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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 2.50% | 4.08%-1.6pp | 3.97%-1.5pp | 11.88%-9.4pp |
| Employer contribution / active EE | $12,554 | $19,692-36.2% | $28,168-55.4% | $14,612-14.1% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |