Filed September 7, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING9+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $184,249 |
MFA INCORPORATED9+ years Service code 30 · EIN 43-0415080 | Copying and duplicating; Other servic... | $160,338 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $76,253 |
SPENCER FANE LLP1 year Filed as: SPENCER FANE, LLP Service code 29 · EIN 44-0561981 | Legal | $43,158 |
ARMANINO LLP2 years Filed as: ARMANINO, LLP Service code 10 · EIN 94-6214841 | Accounting | $16,958 |
ADP BROKER-DEALER9+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $13,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $398,892-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 54.1%-54.1pp | 2.3%-2.3pp |
| Annual return | 13.37% | 7.31%+6.1pp | 8.56%+4.8pp | 37.74%-24.4pp |
| Employer contribution / active EE | $8,792 | $9,805-10.3% | $37,135-76.3% | $15,788-44.3% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $77,551-100.0% | $9,287-100.0% |