Filed March 9, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SCHRODER INVESTMENT MANAGEMENT10+ years Service code 28 · EIN 13-4064414 | Investment Management | $135,074 |
JP MORGAN (BANK ONE)10+ years Service code 21 · EIN 35-0943060 | Bank Trustee | $66,000 |
Filed as: OCTOBER THREE Service code 11 · EIN 27-1175487 | Actuarial | $56,700 |
OXFORD FINANCIAL GROUP, LTD10+ years Filed as: OXFORD Service code 28 · EIN 35-1588335 | Investment Management | $28,127 |
MCCREADY & KEENE INC.10+ years Filed as: MCCREADY & KEENE Service code 11 · EIN 35-0500670 | Actuarial | $13,433 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $256,363-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 34.2%-34.2pp | 2.7%-2.7pp |
| Annual return | 4.25% | 8.35%-4.1pp | 5.46%-1.2pp | 8.35%-4.1pp |
| Employer contribution / active EE | $14,286 | $17,935-20.3% | $28,604-50.1% | $17,935-20.3% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $20-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $6,551-100.0% | $200-100.0% |