Filed September 7, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MFA INCORPORATED1+ years Service code 30 · EIN 43-0415080 | Employee (plan sponsor); Employee (pl... | $105,687 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $96,723 |
COMMERCE BANK1+ years Service code 28 · EIN 43-1795601 | Investment Management | $45,812 |
CORRELL CO.1+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $42,951 |
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $22,543 |
COLUMBIA EDP1+ years Service code 64 · EIN 43-0967777 | Recordkeeping Fees | $16,252 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 19 · EIN 20-1591048 | Securities Custodian | $12,938 |
WILLIAMS KEEPERS LLC1+ years Filed as: WILLIAMS KEEPER LLC Service code 10 · EIN 43-1126847 | Accounting | $7,500 |
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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 | $14,096,330-100.0% | $313,292-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -2.12% | 1.67%-3.8pp | -2.79%+0.7pp | 1.67%-3.8pp |
| Employer contribution / active EE | $5,093 | $10,506-51.5% | $39,327-87.1% | $10,506-51.5% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $351-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $15,115-100.0% | $66,276-100.0% |