Filed September 2, 2016
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $604,679 |
Filed as: PRUDENTIAL Service code 28 · EIN 23-6994310 | Investment Management | $112,800 |
JPMORGAN INVEST HOLDINGS LLC6 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) | $95,773 |
LOOMIS SAYLES5 years Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $74,188 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-4494650 | Investment Management | $54,008 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN LPP Service code 10 · EIN 41-0746749 | Accounting | $18,638 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $7,818 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $333,750-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 48.6%-48.6pp | 1.5%-1.5pp |
| Annual return | -20.73% | 23.41%-44.1pp | -9.60%-11.1pp | 23.41%-44.1pp |
| Employer contribution / active EE | $3,478 | $12,650-72.5% | $56,630-93.9% | $12,650-72.5% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $124-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $5,181-100.0% | $14,884-100.0% |