Filed September 2, 2016
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $63,125 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-4494650 | Investment Management | $26,895 |
Filed as: PRUDENTIAL Service code 28 · EIN 23-6994310 | Investment Management | $12,305 |
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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 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 | $381,942,733-100.0% | $358,154-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 0.0%0pp |
| Annual return | 0.00% | 9.19%-9.2pp | 2.24%-2.2pp | 9.19%-9.2pp |
| Employer contribution / active EE | $0 | $12,608-100.0% | $54,559-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $81-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $6,053-100.0% | $2,655,710-100.0% |