Filed April 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC7+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $1,137,183 |
Filed as: CBIZ, INC. Service code 14 · EIN 31-1582098 | Plan Administrator | $255,192 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-3200244 | Investment Management | $84,453 |
COOK STREET CONSULTING3 years Service code 17 · EIN 84-0854432 | Pension Consulting | $70,325 |
US BANK3 years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $67,031 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $43,535 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 23-1159360 | Actuarial | $30,000 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $12,750 |
SCHNEIDER DOWNS & CO., INC.7+ years Service code 10 · EIN 25-1408703 | Accounting | $7,000 |
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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 0.74% | 8.91%-8.2pp | 7.32%-6.6pp | 13.24%-12.5pp |
| Employer contribution / active EE | $0 | $13,306-100.0% | $23,426-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |