Filed December 30, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 10 · EIN 22-2232264 | Accounting | $254,482 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $149,565 |
ALIGHT SOLUTIONS LLC2 years Service code 12 · EIN 82-1061233 | Contract Administrator; Recordkeeping... | $99,774 |
IVINS, PHILLIPS & BARKER4+ years Filed as: IVINS PHILLIPS AND BARKER Service code 29 · EIN 52-1229560 | Legal | $86,900 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $22,200 |
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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.
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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -7.87% | 39.99%-47.9pp | 4.36%-12.2pp | 33.37%-41.2pp |
| Employer contribution / active EE | $21,450 | $11,066+93.8% | $27,383-21.7% | $11,253+90.6% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |