Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHROFER Service code 28 · EIN 82-3290661 | Investment Management | $122,883 |
MERCER9+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $43,781 |
US BANK9+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $38,810 |
RVK, INC.5 years Filed as: R.V. KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $15,628 |
EIDE BAILLY LLP9+ years Service code 10 · EIN 45-0250958 | Accounting | $13,850 |
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 | $258,723-100.0% | $247,553-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 50.4%-50.4pp | 55.8%-55.8pp |
| Annual return | 6.35% | 34.49%-28.1pp | 32.33%-26.0pp | 24.44%-18.1pp |
| Employer contribution / active EE | $0 | $36,004-100.0% | $33,964-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |