Filed April 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC9+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $759,089 |
Filed as: CBIZ, INC. Service code 13 · EIN 31-1582098 | Contract Administrator | $244,694 |
COOK STREET CONSULTING5 years Service code 17 · EIN 84-0854432 | Pension Consulting | $74,608 |
US BANK5 years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $63,295 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-3200244 | Investment Management | $42,099 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 23-1159360 | Actuarial | $30,000 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 39-0859910 | Accounting | $14,100 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $11,078 |
SCHNEIDER DOWNS & CO., INC.9+ years Service code 10 · EIN 25-1408703 | Accounting | $7,901 |
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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 8.72% | 8.00%+0.7pp | 7.69%+1.0pp | 37.77%-29.1pp |
| Employer contribution / active EE | $0 | $15,902-100.0% | $28,501-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |