Filed December 29, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $443,825 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $335,630 |
STEVEN DOUGLAS FINANCIAL4+ years Service code 16 · EIN 20-5219496 | Consulting | $177,219 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE CONSULTING LLP Service code 13 · EIN 10-6145451 | Contract Administrator | $154,500 |
Filed as: SILVERCREST ASSET MGMT GROUP LLCO Service code 28 · EIN 13-4194623 | Investment Management | $141,118 |
US BANK4+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $86,687 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP, INC Service code 13 · EIN 04-3831795 | Contract Administrator | $78,750 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $21,652 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $20,250 |
Filed as: FAEGRE BAKER DANIELS Service code 10 · EIN 41-0244008 | Accounting | $16,189 |
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Employer 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 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 40.23% | 36.82%+3.4pp | 18.06%+22.2pp | 53.27%-13.0pp |
| Employer contribution / active EE | $3,727 | $13,338-72.1% | $30,411-87.7% | $14,774-74.8% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |