Filed April 29, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RUDD & WISDOM, INC.3+ years Filed as: RUDD AND WISDOM, INC. Service code 11 · EIN 74-1896655 | Actuarial | $176,037 |
MMA SECURITIES LLC3+ years Filed as: MARSH & MCLENNAN AGENCY LLC Service code 11 · EIN 26-3237576 | Actuarial | $25,292 |
FIDUCIARY MANAGEMENT, INC.3+ years Filed as: FIDUCIARY MANAGEMENT INC. Service code 27 · EIN 39-1346018 | Advisory (Plan) | $16,175 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $14,564 |
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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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 18.43% | 15.61%+2.8pp | 20.73%-2.3pp | 53.27%-34.8pp |
| Employer contribution / active EE | $3,334 | $10,773-69.1% | $36,503-90.9% | $14,774-77.4% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |