Filed December 22, 2015
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 42-0127290 | Investment Mgmt Fees | $6,430 |
DELAWARE INVESTMENTS2 years Filed as: MACQUARIE INVESTMENT Service code 27 · EIN 23-3061021 | Advisory (Plan) | $6,226 |
POLEN CAPITAL4 years Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 27 · EIN 26-0319356 | Advisory (Plan) | $6,222 |
CHARLES SCHWAB & CO., INC.5+ years Service code 51 · EIN 94-1737782 | Investment Mgmt Fees | $2,880 |
BOSTON PARTNERS3 years Filed as: BOSTON PARTNERS GLOBAL INVESTO Service code 27 · EIN 98-0202744 | Advisory (Plan) | $2,817 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 18.40% | 12.80%+5.6pp | 29.77%-11.4pp | 13.59%+4.8pp |
| Employer contribution / active EE | $26,397 | $11,862+122.5% | $33,607-21.5% | $14,592+80.9% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |