Filed December 29, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STEVEN DOUGLAS FINANCIAL3+ years Service code 16 · EIN 20-5219496 | Consulting | $463,521 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE CONSULTING LLP Service code 13 · EIN 10-6145451 | Contract Administrator | $379,500 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $305,286 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $203,157 |
Filed as: SILVERCREST ASSET MGMT GROUP LLCO Service code 28 · EIN 13-4194623 | Investment Management | $161,605 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP, INC Service code 13 · EIN 04-3831795 | Contract Administrator | $131,250 |
US BANK3+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $82,946 |
MERCER3+ years Filed as: MERCER HR CONSULTING Service code 12 · EIN 13-2834414 | Direct payment from the plan; Recordk... | $64,122 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $42,500 |
Filed as: FAEGRE BAKER DANIELS Service code 10 · EIN 41-0244008 | Accounting | $32,451 |
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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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -4.18% | -3.49%-0.7pp | 4.36%-8.5pp | 0.19%-4.4pp |
| Employer contribution / active EE | $0 | $17,891-100.0% | $27,383-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |