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 | $35,171 |
CBIZ RETIREMENT PLAN SERVICES7+ years Service code 14 · EIN 31-1582098 | Plan Administrator | $32,181 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 23-1159360 | Actuarial | $20,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VICHROW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $12,750 |
SCHNEIDER DOWNS & CO., INC.7+ years Service code 10 · EIN 25-1408703 | Accounting | $7,000 |
US BANK7+ years Filed as: U.S. NATIONAL BANK ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $5,816 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $2,612 |
COOK STREET CONSULTING3 years Service code 17 · EIN 84-0854432 | Pension Consulting | $2,175 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $1,346 |
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 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 23.8%-23.8pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 0.43% | 4.93%-4.5pp | 7.32%-6.9pp | 9.30%-8.9pp |
| Employer contribution / active EE | $0 | $32,616-100.0% | $23,426-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |