Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $162,997 |
US BANK9+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $65,572 |
RVK, INC.6 years Filed as: RVK Service code 16 · EIN 93-0910652 | Consulting | $46,885 |
Filed as: SILCHESTER TOBACCO FREE Service code 28 · EIN 36-7243326 | Investment Management | $25,269 |
EIDE BAILLY LLP9+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $14,850 |
AMERICAN REALTY ADVISORS9+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 · EIN 33-0123114 | Investment Management | $11,133 |
Filed as: BARROW, HANLEY, MEWHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $5,337 |
LITTLER MENDELSON, P.C.9+ years Service code 29 · EIN 94-2602731 | Legal | $1,521 |
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 | $9,556,684-100.0% | $247,553-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.4%-2.4pp |
| Annual return | 9.04% | 9.92%-0.9pp | 32.33%-23.3pp | 22.81%-13.8pp |
| Employer contribution / active EE | $32,258 | $16,139+99.9% | $33,964-5.0% | $18,290+76.4% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |