Filed May 23, 2018 (most recent of 3 filings on file)
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $124,436 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN Service code 28 · EIN 13-4994650 | Investment Management | $60,764 |
Filed as: BARING PROPERTY FUND Service code 28 · EIN 20-5578089 | Investment Management | $53,304 |
HOOKER & HOLCOMBE, INC.4+ years Service code 11 · EIN 06-0854693 | Actuarial | $25,238 |
US BANK4+ years Service code 21 PO BOX 790408 · ST. LOUIS, MO 631790408 | Bank Trustee | $11,233 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 7.62% | 33.70%-26.1pp | 14.64%-7.0pp | 53.27%-45.6pp |
| Employer contribution / active EE | $64,935 | $14,473+348.7% | $41,831+55.2% | $14,774+339.5% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |