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) | $244,852 |
Filed as: FIDELITY Service code 17 · EIN 04-2723880 | Pension Consulting | $134,887 |
BMO HARRIS BANK NA5+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $130,054 |
Filed as: NEUMEIER POMA INVESTMENT Service code 27 · EIN 77-0444891 26435 CARMEL RANCHO BOULEVARD · CARMEL, CA 93923 | Advisory (Plan) | $95,667 |
Filed as: JACOBS LEVY Service code 27 · EIN 22-2774695 100 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Advisory (Plan) | $92,862 |
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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 5.23% | 12.77%-7.5pp | 90.61%-85.4pp | 12.86%-7.6pp |
| Employer contribution / active EE | $19,478 | $8,963+117.3% | $32,730-40.5% | $13,687+42.3% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |