Filed October 2, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Service code 11 · EIN 37-0899315 | Actuarial | $130,188 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 13 · EIN 36-4001764 | Contract Administrator | $54,349 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF OKLAHOMA Service code 28 · EIN 73-6210970 | Investment Management | $49,705 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL Service code 17 · EIN 22-3367558 | Pension Consulting | $15,853 |
DAVIS & CAMPBELL1+ years Service code 29 · EIN 03-6414777 | Legal | $10,098 |
PHILLIPS , SALMI & ASSOCIATES1+ years Filed as: PHILLIPS, SALMI & ASSOCIATES Service code 10 · EIN 27-2509623 | Accounting | $7,500 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | -4.73% | 4.08%-8.8pp | 3.97%-8.7pp | 11.88%-16.6pp |
| Employer contribution / active EE | $40,909 | $19,692+107.7% | $28,168+45.2% | $14,612+180.0% |
| Participant deferral / active EE | $804 | $1,371-41.4% | $274+192.9% | $518+55.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |