Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $257,584 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 · EIN 95-4871432 | Investment Management | $87,667 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 13-3854742 | Investment Management | $73,428 |
US BANK3+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $68,059 |
SKYLINE3+ years Service code 28 · EIN 36-4023693 | Investment Management | $64,424 |
Filed as: BARROW, HANLEY, MEWHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $62,580 |
FRONTIER CAPITAL MANAGEMENT3+ years Service code 28 · EIN 04-3492668 | Investment Management | $53,800 |
ST. LUKE'S HEALTH SYSTEM1 year Service code 14 · EIN 56-2770681 | Plan Administrator | $43,130 |
AMERICAN FUNDS3+ years Filed as: SPEECE THORSON CAPITAL GROUP, INC. Service code 28 · EIN 41-1701874 | Investment Management | $41,854 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-3286227 | Investment Management | $40,812 |
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 15.42% | 12.40%+3.0pp | 10.16%+5.3pp | 23.90%-8.5pp |
| Employer contribution / active EE | $14,537 | $8,748+66.2% | $33,192-56.2% | $16,539-12.1% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |