Filed May 23, 2018 (most recent of 3 filings on file)
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 11 · EIN 36-3109431 | Actuarial | $154,529 |
COHNREZNICK LLP5 years Service code 10 · EIN 22-1478099 | Accounting | $22,388 |
US BANK7+ years Service code 21 PO BOX 790408 · ST. LOUIS, MO 631790408 | Bank Trustee | $13,788 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -13.61% | 38.53%-52.1pp | -3.21%-10.4pp | 2.78%-16.4pp |
| Employer contribution / active EE | $105,105 | $14,659+617.0% | $46,051+128.2% | $15,276+588.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |