Filed February 24, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-5656874 | Plan Administrator | $45,820 |
AON CONSULTING6+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $45,758 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MGMT Service code 28 · EIN 13-3806702 | Investment Management | $36,109 |
BARTLIT BECK LLP1 year Service code 29 · EIN 36-3909157 | Legal | $32,295 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 13-3806701 | Bank Trustee | $19,836 |
Filed as: LEGAL & GENERAL INVESTMENTS Service code 28 · EIN 13-3806699 | Investment Management | $12,850 |
Filed as: CORNERSTONE RESEARCH,INC. Service code 29 · EIN 94-3092543 | Legal | $7,757 |
L & S VENTURES LLC1 year Filed as: L & S VENTURES, LLC Service code 17 · EIN 13-3806698 | Pension Consulting | $7,301 |
GRANT THORNTON LLP6+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 13-3806697 | Accounting | $5,648 |
BLACKROCK1 year Service code 28 · EIN 13-3806691 | Investment Management | $5,056 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | -28.07% | 10.61%-38.7pp | 9.52%-37.6pp | 627.08%-655.2pp |
| Employer contribution / active EE | $48,611 | $21,392+127.2% | $41,951+15.9% | $18,824+158.2% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |