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 GROUP3+ years Service code 11 · EIN 37-0899315 | Actuarial | $142,456 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 13 180 NORTH LASALLE DRIVE · CHICAGO, IL 60601 | Contract Administrator | $75,000 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF OKLAHOMA Service code 28 · EIN 73-6210970 | Investment Management | $41,466 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 46-2546180 | Investment Management | $29,285 |
Service code 28 · EIN 45-2531297 | Investment Management | $11,496 |
Filed as: THL C/O ESTERA TRUST (CAYMAN) LTD Service code 28 | Investment Management | $10,205 |
PHILLIPS , SALMI & ASSOCIATES3+ years Filed as: PHILLIPS, SALMI & ASSOCIATES Service code 10 · EIN 27-2509623 | Accounting | $7,700 |
DAVIS & CAMPBELL3+ years Service code 29 · EIN 03-6414777 | Legal | $7,566 |
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Participant contribution per participant 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 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | 8.15% | -0.95%+9.1pp | -0.67%+8.8pp | -0.69%+8.8pp |
| Employer contribution / active EE | $44,215 | $18,555+138.3% | $31,731+39.3% | $16,786+163.4% |
| Participant deferral / active EE | $557 | $1,384-59.7% | $473+17.8% | $525+6.1% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |