Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 13 · EIN 51-0396365 | Contract Administrator | $165,943 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 · EIN 95-4871432 | Investment Management | $93,333 |
Filed as: BARROW, HANLEY, WHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $89,284 |
SKYLINE1+ years Service code 28 · EIN 36-4023693 | Investment Management | $79,518 |
US BANK1+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $76,183 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 13-5854742 | Investment Management | $73,243 |
FRONTIER CAPITAL MANAGEMENT1+ years Filed as: FRONTIER CAPITAL Service code 28 · EIN 04-3492668 | Investment Management | $62,670 |
Service code 14 · EIN 82-0161600 | Plan Administrator | $60,090 |
INVESCO1+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 32-6065438 | Investment Management | $58,131 |
AMERICAN FUNDS1+ years Filed as: SPEECE THORSON CAPITAL GROUP, INC. Service code 28 · EIN 41-1701874 | Investment Management | $51,591 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,417 | $46,516-54.0% | $147,618-85.5% | $69,651-69.3% |
| Participation rate | 80.1% | 65.8%+14.3pp | 84.6%-4.5pp | 66.6%+13.6pp |
| Annual return | 1.37% | 9.48%-8.1pp | 61.98%-60.6pp | 53.77%-52.4pp |
| Employer contribution / active EE | $2,110 | $1,393+51.5% | $5,564-62.1% | $2,241-5.8% |
| Participant deferral / active EE | $0 | $2,719-100.0% | $4,895-100.0% | $3,635-100.0% |
| Admin fee / account holder | $79 | $45+77.4% | $11,612-99.3% | $63+25.7% |