Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER8+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $218,277 |
Filed as: SILCHESTER TOBACCO FREE Service code 28 · EIN 36-7243326 | Investment Management | $134,966 |
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 · EIN 33-0123114 | Investment Management | $59,761 |
Filed as: BARROW, HANLEY, MEWHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $55,788 |
US BANK8+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $54,249 |
RVK, INC.5 years Filed as: RVK Service code 16 · EIN 93-0910652 | Consulting | $44,266 |
EIDE BAILLY LLP8+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $14,175 |
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 | $33,234-100.0% | $267,477-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.5%-35.5pp | 5.6%-5.6pp |
| Annual return | -17.17% | -14.45%-2.7pp | -38.86%+21.7pp | 39.82%-57.0pp |
| Employer contribution / active EE | $28,689 | $14,058+104.1% | $37,756-24.0% | $19,980+43.6% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |