Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $252,398 |
Filed as: SILCHESTER TOBACCO FREE Service code 28 · EIN 36-7243326 | Investment Management | $150,147 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 · EIN 33-0123114 | Investment Management | $78,697 |
US BANK5+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $69,229 |
Filed as: BARROW, HANLEY, MEWHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $55,676 |
RVK, INC.2 years Filed as: RVK Service code 16 · EIN 93-0910652 | Consulting | $39,000 |
SKYLINE5+ years Service code 28 · EIN 36-4023693 | Investment Management | $25,346 |
LITTLER MENDELSON, P.C.5+ years Service code 29 · EIN 94-2602731 | Legal | $19,224 |
EIDE BAILLY LLP5+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $13,100 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 13-3854742 | Investment Management | $5,550 |
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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 20.05% | 15.61%+4.4pp | 20.73%-0.7pp | 53.27%-33.2pp |
| Employer contribution / active EE | $20,950 | $10,773+94.5% | $36,503-42.6% | $14,774+41.8% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |