Filed September 2, 2016
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $494,023 |
Filed as: PRUDENTIAL Service code 28 · EIN 23-6994310 | Investment Management | $108,295 |
Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 | Advisory (Plan) | $107,264 |
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $104,680 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $92,192 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-4494650 | Investment Management | $64,335 |
LOOMIS SAYLES7 years Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $62,302 |
CLIFTONLARSONALLEN LLP8 years Service code 10 · EIN 41-0746749 | Accounting | $21,194 |
BLACKROCK8 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $7,201 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $0 | $663,797-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.5%-40.5pp | 0.0%0pp |
| Annual return | 1.42% | 9.30%-7.9pp | 8.13%-6.7pp | 9.30%-7.9pp |
| Employer contribution / active EE | $2,720 | $12,551-78.3% | $42,719-93.6% | $12,551-78.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $12-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $13,741-100.0% | - |