Filed April 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC10+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $760,001 |
Filed as: CBIZ, INC. Service code 13 · EIN 31-1582098 | Contract Administrator | $256,756 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-3200244 | Investment Management | $69,659 |
US BANK6 years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $64,898 |
COOK STREET CONSULTING6 years Service code 17 · EIN 84-0854432 | Pension Consulting | $57,635 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 23-1159360 | Actuarial | $30,000 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $27,208 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $8,799 |
SCHNEIDER DOWNS & CO., INC.10+ years Service code 10 · EIN 25-1408703 | Accounting | $8,200 |
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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 2.19% | 7.96%-5.8pp | 5.04%-2.9pp | 8.76%-6.6pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,454-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |