Filed September 2, 2016
Total covered: 33 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $401,075 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-4494650 | Investment Management | $169,695 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $158,511 |
Filed as: PRUDENTIAL Service code 28 · EIN 23-6994310 | Investment Management | $119,574 |
Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 | Advisory (Plan) | $98,515 |
LOOMIS SAYLES1 year Service code 28 · EIN 20-8080381 | Investment Management | $55,520 |
NEUBERGER BERMAN2 years Service code 28 · EIN 36-4196764 | Investment Management | $44,767 |
SIDLEY AUSTIN LLP2 years Service code 29 · EIN 36-4474078 | Legal | $20,875 |
Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $12,083 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 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 | $21,578,776-100.0% | $215,441-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.7%-50.7pp | 0.0%0pp |
| Annual return | -7.22% | 33.37%-40.6pp | 1.09%-8.3pp | 33.37%-40.6pp |
| Employer contribution / active EE | $1,921 | $11,253-82.9% | $57,621-96.7% | $11,253-82.9% |
| Participant deferral / active EE | $0 | $819-100.0% | $181-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $10,762-100.0% | $99,113-100.0% |