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 |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $511,390 |
Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 | Advisory (Plan) | $131,899 |
Filed as: PRUDENTIAL Service code 28 · EIN 23-6994310 | Investment Management | $131,841 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-4494650 | Investment Management | $119,533 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $100,000 |
LOOMIS SAYLES4 years Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $84,314 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN LPP Service code 10 · EIN 41-0746749 | Accounting | $14,963 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $6,913 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $274,299-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 39.8%-39.8pp | 3.7%-3.7pp |
| Annual return | 3.29% | 15.63%-12.3pp | 8.84%-5.6pp | 15.63%-12.3pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $67,498-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $4-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $46,528-100.0% | $429-100.0% |