Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $108,508 |
BIDART & ROSS2+ years Service code 27 · EIN 88-0241176 | Advisory (Plan) | $53,220 |
US BANK2+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 41-6271370 | Bank Trustee | $29,698 |
EIDE BAILLY LLP2+ years Service code 10 · EIN 45-0250958 | Accounting | $10,920 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 4.46% | 45.66%-41.2pp | 5.00%-0.5pp | 11.88%-7.4pp |
| Employer contribution / active EE | $15,385 | $9,637+59.6% | $35,918-57.2% | $14,612+5.3% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |