Filed September 2, 2016
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $570,251 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-4494650 | Investment Management | $109,157 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $100,000 |
Filed as: PRUDENTIAL Service code 28 · EIN 23-6994310 | Investment Management | $93,435 |
Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 | Advisory (Plan) | $63,482 |
LOOMIS SAYLES6 years Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $59,218 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTONLARSONALLEN LPP Service code 10 · EIN 41-0746749 | Accounting | $19,268 |
BLACKROCK7 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $6,450 |
CONNER & WINTERS4 years Filed as: CONNOR AND WINTERS, LLP Service code 29 · EIN 73-1388566 | Legal | $6,051 |
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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 | $13,363-100.0% | $431,983-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 66.7%-66.7pp | 2.2%-2.2pp |
| Annual return | 8.22% | 9.11%-0.9pp | 9.65%-1.4pp | 9.11%-0.9pp |
| Employer contribution / active EE | $1,652 | $12,231-86.5% | $50,020-96.7% | $12,231-86.5% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $62-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $35,292-100.0% | $125-100.0% |