Filed July 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $1,064,851 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 17 1166 AVE OF THE AMERICAS · NEW YORK, NY 10036 | Pension Consulting | $67,064 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 875 THIRD AVE · NEW YORK, NY 10022 | Actuarial | $52,407 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $48,544 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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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 | $14,491,905-100.0% | $413,253-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 40.8%-40.8pp | 5.3%-5.3pp |
| Annual return | 14.92% | 1057.21%-1042.3pp | 8.55%+6.4pp | 1057.21%-1042.3pp |
| Employer contribution / active EE | $4,602 | $14,374-68.0% | $55,494-91.7% | $14,374-68.0% |
| Participant deferral / active EE | $0 | $351-100.0% | $122-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $160,808-100.0% | $81,210-100.0% |