Filed April 6, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $214,442 |
MEKETA INVESTMENT GROUP7 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $97,500 |
JANUS HENDERSON8+ years Filed as: JANUS INSTITUTIONAL SERVICES Service code 28 · EIN 84-1043487 | Investment Management | $82,832 |
US BANK8+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $51,021 |
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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -10.04% | -2.41%-7.6pp | -38.86%+28.8pp | 23.41%-33.5pp |
| Employer contribution / active EE | $650 | $7,691-91.6% | $37,756-98.3% | $12,650-94.9% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |