Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $175,411 |
Filed as: SILCHESTER TOBACCO FREE Service code 28 · EIN 36-7243326 | Investment Management | $152,521 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 · EIN 33-0123114 | Investment Management | $80,268 |
US BANK6+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $68,216 |
Filed as: BARROW, HANLEY, MEWHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $57,974 |
RVK, INC.3 years Filed as: RVK Service code 16 · EIN 93-0910652 | Consulting | $39,585 |
SKYLINE6+ years Service code 28 · EIN 36-4023693 | Investment Management | $28,088 |
EIDE BAILLY LLP6+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $13,500 |
LITTLER MENDELSON, P.C.6+ years Service code 29 · EIN 94-2602731 | Legal | $6,314 |
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 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 14.62% | 10.64%+4.0pp | 90.61%-76.0pp | 11.45%+3.2pp |
| Employer contribution / active EE | $26,962 | $11,339+137.8% | $32,730-17.6% | $17,219+56.6% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |