Filed August 14, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
1919 INVESTMENT COUNCIL1+ years Service code 51 · EIN 26-0103189 ONE SOUTH STREET · BALTIMORE, MD 21202 | Investment Mgmt Fees | $178,182 |
CUNI, RUST & STRENK1+ years Filed as: CUNI, RUST, & STRENK Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $36,125 |
US BANK1+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 13 · EIN 31-0841368 IT AND C PAYMENT SERVICES · ST PAUL, MN 55107 | Contract Administrator | $21,950 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | -2.64% | -1.56%-1.1pp | -3.43%+0.8pp | 2.81%-5.5pp |
| Employer contribution / active EE | $8,350 | $14,048-40.6% | $25,607-67.4% | $16,358-49.0% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |