Filed January 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC4 years Service code 11 · EIN 13-3954297 | Actuarial | $571,162 |
INSIGHT NORTH AMERICA LLC3 years Filed as: INSIGHT NORTH AMERICA Service code 28 · EIN 25-1890416 | Investment Management | $311,944 |
NORTHERN TRUST COMPANY6 years Service code 19 · EIN 36-1561860 | Securities Custodian | $42,618 |
Filed as: JEFFREY SLOCUM & ASSOCIATES, INC. Service code 27 · EIN 41-1567437 | Advisory (Plan) | $27,941 |
BONADIO & CO., LLP2 years Filed as: BONADIO & CO, LLP Service code 10 · EIN 16-1131146 | Accounting | $11,200 |
Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $5,513 |
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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.
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 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | -0.37% | 10.11%-10.5pp | 10.75%-11.1pp | 11.84%-12.2pp |
| Employer contribution / active EE | $0 | $14,976-100.0% | $35,170-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |