Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 83 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $612,694 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $338,883 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $194,901 |
GRANT THORNTON LLP8 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $91,189 |
LEGAL & GENERAL INVESTMENT8 years Service code 28 · EIN 20-8058531 | Investment Management | $69,979 |
Filed as: METLIFE INSURANCE Service code 28 · EIN 82-2405817 | Investment Management | $52,966 |
AON CONSULTING8 years Service code 11 · EIN 22-2232264 | Actuarial | $52,506 |
Filed as: NOMURA CORPORATE Service code 28 · EIN 13-3607885 | Investment Management | $27,214 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $26,505 |
L & S VENTURES LLC3 years Filed as: L&S VENTURES Service code 17 · EIN 75-3238476 | Pension Consulting | $18,123 |
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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 7.69% | 8.84%-1.1pp | 12.68%-5.0pp | 9.11%-1.4pp |
| Employer contribution / active EE | $0 | $8,705-100.0% | $41,626-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |