Filed March 9, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SCHRODER INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 13-4064414 | Investment Management | $208,210 |
JP MORGAN (BANK ONE)2+ years Service code 21 · EIN 35-0943060 | Bank Trustee | $64,267 |
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY & KEENE Service code 11 · EIN 35-0500670 | Actuarial | $51,443 |
OXFORD FINANCIAL GROUP, LTD2+ years Filed as: OXFORD Service code 28 · EIN 35-1588335 | Investment Management | $47,170 |
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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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 0.87% | 12.40%-11.5pp | 10.16%-9.3pp | 23.90%-23.0pp |
| Employer contribution / active EE | $12,698 | $8,748+45.2% | $33,192-61.7% | $16,539-23.2% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |