Filed December 18, 2019 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 27 · EIN 42-1520346 | Advisory (Plan) | $316,912 |
Filed as: NEUMEIER POMA INVESTMENT Service code 27 · EIN 77-0444891 26435 CARMEL RANCHO BOULEVARD · CARMEL, CA 93923 | Advisory (Plan) | $198,851 |
BMO HARRIS BANK NA4+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $163,871 |
MERCER1 year Filed as: MERCER- CONSULITNG Service code 17 · EIN 13-2834414 701 N. MARKET ST · ST LOUIS, MO 63101 | Pension Consulting | $120,689 |
Filed as: JACOBS LEVY Service code 27 · EIN 22-2774695 100 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Advisory (Plan) | $91,754 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 2.72% | 34.64%-31.9pp | 20.73%-18.0pp | 21.83%-19.1pp |
| Employer contribution / active EE | $2,030 | $7,654-73.5% | $36,503-94.4% | $12,237-83.4% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |