Filed April 28, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $97,773 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $29,219 |
Filed as: SHEPHERD FINC INV ADVISORY, LLC Service code 27 · EIN 82-0759826 | Advisory (Plan) | $15,000 |
NORTHERN TRUST COMPANY5 years Service code 27 · EIN 36-1561860 | Advisory (Plan) | $8,530 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 8.42% | 6.37%+2.1pp | 8.04%+0.4pp | 7.65%+0.8pp |
| Employer contribution / active EE | $2,170 | $48,951-95.6% | $42,693-94.9% | $20,582-89.5% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |