Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $79,511 |
US BANK7+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $44,551 |
RVK, INC.3 years Filed as: R.V. KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $13,752 |
EIDE BAILLY LLP7+ years Service code 10 · EIN 45-0250958 | Accounting | $12,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | -1.59% | 10.11%-11.7pp | 10.75%-12.3pp | 11.84%-13.4pp |
| Employer contribution / active EE | $0 | $14,976-100.0% | $35,170-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |