Filed January 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INSIGHT NORTH AMERICA, LLC Service code 28 · EIN 82-0983489 | Investment Management | $195,761 |
BUCK GLOBAL, LLC6 years Service code 11 · EIN 13-3954297 | Actuarial | $118,559 |
MERCER4 years Filed as: MERCER INC. Service code 27 · EIN 13-2834414 | Advisory (Plan) | $49,809 |
NORTHERN TRUST COMPANY8 years Service code 19 · EIN 36-1561860 | Securities Custodian | $14,428 |
BONADIO & CO., LLP4 years Filed as: BONADIO & CO, LLP Service code 10 · EIN 16-1131146 | Accounting | $10,900 |
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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 | $9,556,684-100.0% | $247,553-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.4%-2.4pp |
| Annual return | 7.39% | 9.92%-2.5pp | 32.33%-24.9pp | 22.81%-15.4pp |
| Employer contribution / active EE | $0 | $16,139-100.0% | $33,964-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |