Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $260,957 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 · EIN 95-4871432 | Investment Management | $73,825 |
Filed as: BARROW, HANLEY, MEWHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $68,216 |
US BANK1+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $64,971 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 13-3854742 | Investment Management | $62,448 |
SKYLINE1+ years Service code 28 · EIN 36-4023693 | Investment Management | $60,083 |
FRONTIER CAPITAL MANAGEMENT1+ years Service code 28 · EIN 04-3492668 | Investment Management | $47,124 |
INVESCO1+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 32-6065438 | Investment Management | $44,311 |
AMERICAN FUNDS1+ years Filed as: SPEECE THORSON CAPITAL GROUP, INC. Service code 28 · EIN 41-1701874 | Investment Management | $38,974 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-3286227 | Investment Management | $34,019 |
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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | 1.37% | -0.96%+2.3pp | -2.01%+3.4pp | -0.60%+2.0pp |
| Employer contribution / active EE | $22,181 | $6,828+224.8% | $34,453-35.6% | $12,272+80.7% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |