Filed April 11, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY FIRST Service code 27 · EIN 20-5582309 | Advisory (Plan) | $10,204 |
FINDLEY1 year Service code 50 · EIN 62-0853448 | Direct Payment | $6,560 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
FEDERATED1 year Service code 52 · EIN 25-1470423 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $22,177-100.0% | $148,425-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 35.1%-35.1pp | 14.6%-14.6pp |
| Annual return | -10.17% | 1.79%-12.0pp | 38.14%-48.3pp | 10.56%-20.7pp |
| Employer contribution / active EE | $96,084 | $8,760+996.8% | $34,245+180.6% | $13,643+604.3% |
| Participant deferral / active EE | $0 | $223-100.0% | $185-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,131-100.0% | $10,234-100.0% | $3,354-100.0% |