Filed August 14, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
1919 INVESTMENT COUNCIL10+ years Service code 51 · EIN 26-0103189 ONE SOUTH STREET · BALTIMORE, MD 21202 | Investment Mgmt Fees | $120,662 |
CUNI, RUST & STRENK10+ years Filed as: CUNI, RUST, & STRENK Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $64,513 |
US BANK9 years Filed as: US NATIONAL BANK ASSOCIATION Service code 13 · EIN 31-0841368 IT AND C PAYMENT SERVICES · ST PAUL, MN 55107 | Contract Administrator | $20,591 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLC Service code 10 · EIN 44-0160260 312 WALNUT ST · CINCINNATI, OH 45202 | Accounting | $10,350 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 7.23% | 7.25%0pp | 5.04%+2.2pp | 8.21%-1.0pp |
| Employer contribution / active EE | $165,408 | $13,308+1142.9% | $26,454+525.3% | $13,841+1095.1% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |