Filed September 11, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $398,775 |
OPPENHEIMER6+ years Filed as: OPPENHEIMER ASSET MANAGEMENT Service code 27 · EIN 74-2154744 | Advisory (Plan) | $122,870 |
NUVEEN6+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $108,730 |
CONNORS6+ years Filed as: CONNORS INVESTOR SERVICES, INC. Service code 28 · EIN 23-1716484 | Investment Management | $90,000 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $57,055 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $14,000 |
Filed as: TORTOISE CREDIT STRATEGIES LLC Service code 28 11550 ASH STREET SUITE 300 · LEAWOOD, KS 66211 | Investment Management | $11,702 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 13 · EIN 13-3954297 | Contract Administrator | $8,382 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $793,067-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 9.1%-9.1pp | 0.6%-0.6pp |
| Annual return | 18.59% | 11.45%+7.1pp | 10.21%+8.4pp | 11.45%+7.1pp |
| Employer contribution / active EE | $0 | $17,219-100.0% | $40,687-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $357-100.0% | $0 | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $0 | $15,480-100.0% |