Filed February 13, 2018 (most recent of 11 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 111 MONUMENT CIRCLE, 43RD FLOOR · INDIANAPOLIS, IN 46204 | Actuarial | $1,728,859 |
PNC BANK, N.A.1+ years Filed as: PNC Service code 28 · EIN 25-1435979 101 W. WASHINGTON STREET · INDIANAPOLIS, IN 46255 | Investment Management | $412,880 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 35-6569698 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Bank Trustee | $117,274 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 50 · EIN 36-4001764 500 WEST MADISON STREET, SUITE 3855 · CHICAGO, IL 60661 | Direct Payment | $110,440 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -3.34% | 4.01%-7.4pp | -2.01%-1.3pp | 1.67%-5.0pp |
| Employer contribution / active EE | $0 | $6,352-100.0% | $34,453-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |