Filed February 20, 2018
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| Provider | Service type | Compensation |
|---|---|---|
SEELUS ASSET MANAGEMENT1 year Service code 27 150 BODMAN PLACE · RED BANK, NJ 07701 | Advisory (Plan) | $23,783 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY TRUST Service code 25 600 FIFTH AVENUE · NEW YORK, NY 10020 | Directed Trustee | $10,415 |
PENCHECKS1 year Filed as: PENCHECKS TRUST Service code 49 8580 LA MESA BLVD STE 100 · LA MESA, CA 91942 | Other Services | $6,018 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $340,249-100.0% | $329,695-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 51.3%-51.3pp | 43.4%-43.4pp | 43.7%-43.7pp |
| Annual return | 17.65% | 10.01%+7.6pp | 9.82%+7.8pp | 13.05%+4.6pp |
| Employer contribution / active EE | $13,252 | $31,901-58.5% | $30,311-56.3% | $37,652-64.8% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,365-100.0% |