Filed January 25, 2015 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES5 years Filed as: MARQUETTE ASSET MGMT LLC Service code 27 · EIN 41-0883341 | Advisory (Plan) | $775,034 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 13 · EIN 86-6497312 | Contract Administrator | $458,426 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $216,557 |
Filed as: PRINCIPAL COSTODIAL SOLUTIONS Service code 13 · EIN 51-0099493 | Contract Administrator | $126,032 |
MARCUM LLP8+ years Service code 10 · EIN 11-1986323 | Accounting | $33,475 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | 7.20% | 9.71%-2.5pp | 32.33%-25.1pp | 9.11%-1.9pp |
| Employer contribution / active EE | $0 | $7,317-100.0% | $33,964-100.0% | $12,231-100.0% |
| 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% |