Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $183,706 |
Filed as: SILCHESTER TOBACCO FREE Service code 28 · EIN 36-7243326 | Investment Management | $174,724 |
AMERICAN REALTY ADVISORS7+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 · EIN 33-0123114 | Investment Management | $88,185 |
Filed as: BARROW, HANLEY, MEWHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $75,099 |
US BANK7+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $73,743 |
RVK, INC.4 years Filed as: RVK Service code 16 · EIN 93-0910652 | Consulting | $41,255 |
EIDE BAILLY LLP7+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $13,500 |
LITTLER MENDELSON, P.C.7+ years Service code 29 · EIN 94-2602731 | Legal | $7,092 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 9.22% | 9.72%-0.5pp | 10.75%-1.5pp | 13.24%-4.0pp |
| Employer contribution / active EE | $58,140 | $10,988+429.1% | $35,170+65.3% | $14,616+297.8% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |