Filed September 7, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MFA INCORPORATED8+ years Service code 30 · EIN 43-0415080 | Employee (plan sponsor); Other servic... | $150,393 |
AON CONSULTING8+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $132,353 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $61,649 |
ADP BROKER-DEALER8+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $22,398 |
ARMANINO LLP1 year Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $15,000 |
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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 | $164,233-100.0% | $565,817-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 0.0%0pp |
| Annual return | -14.15% | -12.27%-1.9pp | -8.79%-5.4pp | 2.77%-16.9pp |
| Employer contribution / active EE | $5,840 | $13,732-57.5% | $43,463-86.6% | $15,262-61.7% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $866-100.0% | $1,015-100.0% |