Filed July 21, 2017
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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $67,867 |
CONRAD SIEGEL10+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $24,300 |
NFP RETIREMENT INC1 year Filed as: NFP INSURANCE SERVICES INC. Service code 22 · EIN 74-2470431 | Insurance Broker | $21,899 |
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD ADVISOR INC. Service code 15 · EIN 23-2811930 | Recordkeeping | $21,664 |
US BANK1 year Service code 15 · EIN 94-1687665 | Recordkeeping | $6,613 |
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Annual investment return 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 | $227,811-100.0% | $157,677-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 28.6%-28.6pp | 43.7%-43.7pp |
| Annual return | 1.69% | 8.41%-6.7pp | 8.41%-6.7pp | 13.05%-11.4pp |
| Employer contribution / active EE | $8,947 | $45,693-80.4% | $41,333-78.4% | $37,664-76.2% |
| Participant deferral / active EE | $0 | $27-100.0% | $40-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $3,303-100.0% | $31,365-100.0% |