Filed August 14, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
1919 INVESTMENT COUNCIL6+ years Service code 51 · EIN 26-0103189 ONE SOUTH STREET · BALTIMORE, MD 21202 | Investment Mgmt Fees | $149,275 |
CUNI, RUST & STRENK4 years Service code 11 · EIN 31-1227755 4555 LAKE FOREST DRIVE · CINCINNATI, OH 45242 | Actuarial | $61,120 |
US BANK5 years Filed as: US NATIONAL BANK ASSOCIATION Service code 13 · EIN 31-0841368 IT AND C PAYMENT SERVICES · ST PAUL, MN 55107 | Contract Administrator | $18,533 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 12.27% | 10.60%+1.7pp | -2.84%+15.1pp | 627.08%-614.8pp |
| Employer contribution / active EE | $18,819 | $19,729-4.6% | $33,329-43.5% | $18,8240% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |