Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $304,124 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 · EIN 95-4871432 | Investment Management | $104,332 |
Service code 14 · EIN 82-0161600 | Plan Administrator | $87,297 |
US BANK2+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $83,949 |
SKYLINE2+ years Service code 28 · EIN 36-4023693 | Investment Management | $82,616 |
Filed as: BARROW, HANLEY, WHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $76,158 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 13-5854742 | Investment Management | $71,657 |
INVESCO2+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 32-6065438 | Investment Management | $62,379 |
FRONTIER CAPITAL MANAGEMENT2+ years Filed as: FRONTIER CAPITAL Service code 28 · EIN 04-3492668 | Investment Management | $61,125 |
AMERICAN FUNDS2+ years Filed as: SPEECE THORSON CAPITAL GROUP, INC. Service code 28 · EIN 41-1701874 | Investment Management | $53,702 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,451 | $49,270-56.5% | $156,551-86.3% | $329,111-93.5% |
| Participation rate | 82.9% | 68.1%+14.8pp | 84.0%-1.1pp | 67.9%+15.1pp |
| Annual return | 5.97% | 23.25%-17.3pp | 32.23%-26.3pp | 16.35%-10.4pp |
| Employer contribution / active EE | $2,271 | $1,534+48.0% | $5,501-58.7% | $2,303-1.4% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $4,871-100.0% | $3,682-100.0% |
| Admin fee / account holder | $83 | $51+64.8% | $13,028-99.4% | $754-88.9% |