Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $108,428 |
US BANK3+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $32,666 |
ANDCO CONSULTING1 year Filed as: ANDCO INVESTMENTS, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $21,897 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSON, P.C Service code 29 · EIN 54-2602731 | Legal | $15,498 |
EIDE BAILLY LLP3+ years Service code 10 · EIN 45-0250958 | Accounting | $12,480 |
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 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 15.87% | 10.93%+4.9pp | 10.16%+5.7pp | 13.95%+1.9pp |
| Employer contribution / active EE | $22,222 | $10,209+117.7% | $33,192-33.0% | $16,598+33.9% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |