Filed April 6, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
JANUS HENDERSON1+ years Filed as: JANUS INSTITUTIONAL SERVICES Service code 28 · EIN 84-1043487 | Investment Management | $403,650 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $89,646 |
DISABATO ADVISERS, LLC1+ years Filed as: DISABATO ADVISERS LLC Service code 27 · EIN 35-2323525 | Advisory (Plan) | $65,000 |
US BANK1+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $58,703 |
REAMS ASSET MANAGEMENT1+ years Service code 28 · EIN 43-1925734 | Investment Management | $17,323 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -0.01% | 4.01%-4.0pp | -2.01%+2.0pp | 1.67%-1.7pp |
| Employer contribution / active EE | $1,259 | $6,352-80.2% | $34,453-96.3% | $10,506-88.0% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |