Filed March 24, 2016 (most recent of 6 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS, LLC Service code 17 · EIN 36-2668272 | Pension Consulting | $667,604 |
Filed as: PRINCIPAL Service code 21 · EIN 42-0127290 | Bank Trustee | $611,765 |
COVINGTON & BURLING LLP6 years Service code 29 · EIN 53-0188411 | Legal | $224,477 |
MERCER3 years Service code 17 · EIN 13-2834414 | Pension Consulting | $105,752 |
MCC FUND EVALUATION GROUP3 years Service code 17 · EIN 01-0694771 | Pension Consulting | $32,975 |
SB & COMPANY, LLC8 years Service code 10 · EIN 20-2153727 | Accounting | $22,258 |
Filed as: PRUDENTIAL Service code 28 · EIN 06-1050034 | Investment Management | $10,277 |
HCI-EBS, INC.2 years Filed as: HCI EQUITY PARTNERS Service code 17 · EIN 27-4012262 | Pension Consulting | $6,444 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 11.95% | 5.54%+6.4pp | 8.92%+3.0pp | 8.76%+3.2pp |
| Employer contribution / active EE | $9 | $6,639-99.9% | $24,457-100.0% | $16,664-99.9% |
| Participant deferral / active EE | $0 | $467-100.0% | $14-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |