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 |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $489,850 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-4494650 | Investment Management | $139,362 |
Filed as: PRUDENTIAL Service code 28 · EIN 23-6994310 | Investment Management | $124,524 |
Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 | Advisory (Plan) | $95,617 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $88,814 |
LOOMIS SAYLES2 years Service code 28 · EIN 20-8080381 | Investment Management | $69,585 |
NEUBERGER BERMAN3 years Service code 28 · EIN 36-4196764 | Investment Management | $38,158 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN LPP Service code 10 · EIN 41-0746749 | Accounting | $23,230 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $10,104 |
SIDLEY AUSTIN LLP3 years Service code 29 · EIN 36-4474078 | Legal | $6,673 |
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.
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 | $341,093,897-100.0% | $336,625-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 51.5%-51.5pp | 0.0%0pp |
| Annual return | 18.95% | 21.83%-2.9pp | 10.36%+8.6pp | 21.83%-2.9pp |
| Employer contribution / active EE | $1,837 | $12,237-85.0% | $52,561-96.5% | $12,237-85.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,349-100.0% | $1,551,325-100.0% |