Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER10+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $190,551 |
US BANK10+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $75,797 |
RVK, INC.7 years Filed as: RVK Service code 16 · EIN 93-0910652 | Consulting | $48,292 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 · EIN 33-0123114 | Investment Management | $38,013 |
LITTLER MENDELSON, P.C.10+ years Service code 29 · EIN 94-2602731 | Legal | $34,269 |
EIDE BAILLY LLP10+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $16,360 |
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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 0.93% | 7.03%-6.1pp | 9.82%-8.9pp | 7.65%-6.7pp |
| Employer contribution / active EE | $0 | $15,106-100.0% | $30,322-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |