Filed April 6, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $304,232 |
MEKETA INVESTMENT GROUP5 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $64,230 |
JANUS HENDERSON6+ years Filed as: JANUS INSTITUTIONAL SERVICES Service code 28 · EIN 84-1043487 | Investment Management | $60,967 |
US BANK6+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $47,057 |
REAMS ASSET MANAGEMENT6+ years Service code 28 · EIN 43-1925734 227 WASHINGTON STREET · COLUMBUS, IN 47201 | Investment Management | $15,174 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 5.96% | 12.77%-6.8pp | 90.61%-84.7pp | 12.86%-6.9pp |
| Employer contribution / active EE | $2,171 | $8,963-75.8% | $32,730-93.4% | $13,687-84.1% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |