Filed April 27, 2016
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $216,213 |
MERCER5+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $202,789 |
BMO HARRIS BANK NA5+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $29,388 |
WIPFLI LLP4 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $18,300 |
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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 | $409,661-100.0% | $319,634-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.7%-1.7pp |
| Annual return | 15.13% | 10.09%+5.0pp | 175.18%-160.0pp | 627.08%-612.0pp |
| Employer contribution / active EE | $16,631 | $12,251+35.8% | $38,590-56.9% | $18,824-11.6% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,298-100.0% | $1,923-100.0% |