Filed September 7, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MFA INCORPORATED3+ years Service code 30 · EIN 43-0415080 | Employee (plan); Copying and duplicat... | $141,476 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $135,894 |
CORRELL CO.3+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $27,560 |
NEWPORT GROUP, INC.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 19 · EIN 20-1591048 | Securities Custodian | $26,536 |
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $23,305 |
COLUMBIA EDP3+ years Service code 64 · EIN 43-0967777 | Recordkeeping Fees | $13,659 |
WILLIAMS KEEPERS LLC3+ years Filed as: WILLIAMS KEEPER LLC Service code 10 · EIN 43-1126847 | Accounting | $13,576 |
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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 | $0 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 13.02% | 12.17%+0.9pp | 12.88%+0.1pp | 17.84%-4.8pp |
| Employer contribution / active EE | $6,307 | $11,298-44.2% | $40,010-84.2% | $14,688-57.1% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |