Filed August 14, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
1919 INVESTMENT COUNCIL3+ years Service code 51 · EIN 26-0103189 ONE SOUTH STREET · BALTIMORE, MD 21202 | Investment Mgmt Fees | $154,011 |
CUNI, RUST & STRENK1 year Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $48,000 |
US BANK2 years Filed as: US NATIONAL BANK ASSOCIATION Service code 13 · EIN 31-0841368 IT AND C PAYMENT SERVICES · ST PAUL, MN 55107 | Contract Administrator | $19,280 |
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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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 11.09% | 22.74%-11.7pp | 16.78%-5.7pp | 13.95%-2.9pp |
| Employer contribution / active EE | $15,936 | $16,157-1.4% | $26,328-39.5% | $16,598-4.0% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |