Filed February 23, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP3+ years Service code 11 · EIN 13-4008324 ONE NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $74,648 |
MATRIX TRUST COMPANY3+ years Filed as: BROADRIDGE MATRIX TRUST COMPANY Service code 21 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Bank Trustee | $22,223 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 ONE SOUTH WACKER · CHICAGO, IL 60606 | Accounting | $19,136 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 21 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Bank Trustee | $18,750 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $202,389-100.0% | $198,173-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 42.0%-42.0pp | 45.9%-45.9pp |
| Annual return | 4.24% | 9.90%-5.7pp | 10.16%-5.9pp | 10.21%-6.0pp |
| Employer contribution / active EE | $0 | $36,071-100.0% | $33,192-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |