Filed April 6, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $210,594 |
MEKETA INVESTMENT GROUP8 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $130,000 |
US BANK9+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $39,439 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 27 · EIN 04-0025081 | Advisory (Plan) | $14,549 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN LP Service code 27 · EIN 04-6948485 | Advisory (Plan) | $9,111 |
SCOUT INVESTMENTS, INC.1 year Service code 27 · EIN 43-1925734 | Advisory (Plan) | $7,208 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 8.02% | 9.71%-1.7pp | 32.33%-24.3pp | 9.11%-1.1pp |
| Employer contribution / active EE | $2,935 | $7,317-59.9% | $33,964-91.4% | $12,231-76.0% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |