Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 83 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $810,561 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $335,822 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CO Service code 21 · EIN 36-1561860 | Bank Trustee | $212,756 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 33-1498605 | Accounting | $96,560 |
AON CONSULTING9 years Service code 11 · EIN 22-2232264 | Actuarial | $46,814 |
BLOOMBERG FINANCE LP8 years Filed as: BLOOMBERG FINANCE L.P. Service code 72 · EIN 06-1818168 | Other investment fees and expenses | $18,197 |
L & S VENTURES LLC4 years Filed as: L&S VENTURES Service code 17 · EIN 75-3238476 | Pension Consulting | $10,331 |
GRANT THORNTON LLP9 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $9,597 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | -1.62% | 5.34%-7.0pp | 9.17%-10.8pp | 9.30%-10.9pp |
| Employer contribution / active EE | $0 | $9,329-100.0% | $40,523-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |