Filed May 22, 2018 (most recent of 2 filings on file)
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2 years Service code 25 · EIN 91-1116938 | Directed Trustee | $1,299,258 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,049,055 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RETIREE SERVICES Service code 15 · EIN 04-3581074 | Recordkeeping | $37,475 |
CAUSEY DEMGEN & MOORE PC2 years Service code 10 · EIN 84-1158905 | Accounting | $18,200 |
MCGRATH NORTH1 year Filed as: MCGRATH NORTH MULLIN & KRATZ Service code 29 1601 DODGE STREET, SUITE 3700 · OMAHA, NE 68102 | Legal | $11,092 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $732,694-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | -10.68% | 2.78%-13.5pp | -15.18%+4.5pp | 2.78%-13.5pp |
| Employer contribution / active EE | $4,213 | $15,276-72.4% | $53,321-92.1% | $15,276-72.4% |
| Participant deferral / active EE | $0 | $691-100.0% | $0 | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |