Filed September 7, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MFA INCORPORATED10+ years Service code 30 · EIN 43-0415080 | Other services; Employee (plan sponso... | $152,259 |
AON CONSULTING10+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $144,327 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $72,865 |
ARMANINO LLP3 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $18,060 |
SPENCER FANE LLP2 years Filed as: SPENCER FANE, LLP Service code 29 · EIN 44-0561981 | Legal | $15,454 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $12,554 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 10.20% | 3.90%+6.3pp | 8.61%+1.6pp | 8.76%+1.4pp |
| Employer contribution / active EE | $6,875 | $12,005-42.7% | $33,046-79.2% | $16,664-58.7% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |