Filed March 9, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SCHRODER INVESTMENT MANAGEMENT1+ years Service code 20 · EIN 13-4064414 | Trustee (individual) | $205,789 |
JP MORGAN (BANK ONE)1+ years Service code 26 · EIN 35-0943060 | Advisory (Participants) | $58,988 |
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY & KEENE Service code 11 · EIN 35-0500670 | Actuarial | $49,813 |
OXFORD FINANCIAL GROUP, LTD1+ years Filed as: OXFORD Service code 20 · EIN 35-1588335 | Trustee (individual) | $46,219 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 12.79% | 5.09%+7.7pp | 5.00%+7.8pp | 7.18%+5.6pp |
| Employer contribution / active EE | $0 | $7,393-100.0% | $35,918-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |