Filed February 13, 2018 (most recent of 11 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 111 MONUMENT CIRCLE, 43RD FLOOR · INDIANAPOLIS, IN 46204 | Actuarial | $2,104,441 |
PNC BANK, N.A.2+ years Filed as: PNC Service code 28 · EIN 25-1435979 101 W. WASHINGTON STREET · INDIANAPOLIS, IN 46255 | Investment Management | $495,803 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 35-6569698 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Bank Trustee | $145,023 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 50 · EIN 36-4001764 500 WEST MADISON STREET, SUITE 3855 · CHICAGO, IL 60661 | Direct Payment | $89,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $225,449-100.0% | $219,466-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.3%-50.3pp | 44.6%-44.6pp | 45.6%-45.6pp |
| Annual return | 5.69% | 4.17%+1.5pp | 5.00%+0.7pp | 4.16%+1.5pp |
| Employer contribution / active EE | $18,531,814 | $39,228+47140.7% | $35,918+51494.1% | $42,918+43079.9% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |