Filed September 2, 2016
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $650,554 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-4494650 | Investment Management | $134,941 |
Filed as: PRUDENTIAL Service code 28 · EIN 23-6994310 | Investment Management | $130,788 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $100,000 |
Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 | Advisory (Plan) | $99,479 |
LOOMIS SAYLES3 years Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $81,481 |
CONNER & WINTERS1 year Filed as: CONNOR AND WINTERS, LLP Service code 29 · EIN 73-1388566 | Legal | $24,318 |
NEUBERGER BERMAN4 years Service code 28 · EIN 36-4196764 | Investment Management | $18,763 |
SIDLEY AUSTIN LLP4 years Service code 29 · EIN 36-4474078 | Legal | $14,811 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN LPP Service code 10 · EIN 41-0746749 | Accounting | $9,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $438,681-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.3%-44.3pp | 0.0%0pp |
| Annual return | 13.46% | 12.86%+0.6pp | 4.26%+9.2pp | 12.86%+0.6pp |
| Employer contribution / active EE | $0 | $13,687-100.0% | $54,767-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,187-100.0% | - |