Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $259,605 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 · EIN 95-4871432 | Investment Management | $82,525 |
US BANK2+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $67,913 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 13-3854742 | Investment Management | $61,096 |
SKYLINE2+ years Service code 28 · EIN 36-4023693 | Investment Management | $59,703 |
Filed as: BARROW, HANLEY, MEWHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $55,354 |
INVESCO2+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 32-6065438 | Investment Management | $45,158 |
LITTLER MENDELSON, P.C.2+ years Service code 29 · EIN 94-2602731 | Legal | $44,750 |
FRONTIER CAPITAL MANAGEMENT2+ years Service code 28 · EIN 04-3492668 | Investment Management | $44,065 |
Service code 14 · EIN 82-0161600 | Plan Administrator | $42,690 |
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 4.77% | 5.09%-0.3pp | 5.00%-0.2pp | 7.18%-2.4pp |
| Employer contribution / active EE | $8,299 | $7,393+12.3% | $35,918-76.9% | $13,095-36.6% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |