Filed March 11, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CANON FINANCIAL STRATEGISTS, INC. Service code 16 · EIN 58-2608124 | Consulting | $77,882 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $66,953 |
Filed as: MCNAIR MCLEMORE MIDLEBROOKS & CO Service code 10 · EIN 58-1094351 | Accounting | $20,000 |
JLM ACTUARIAL, LLC2 years Filed as: JLM ACTUARIAL Service code 11 · EIN 82-3763658 | Actuarial | $7,200 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CRM4 years Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 36-3209613 | Indirect Investment Fees | $0 |
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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.
Plan reported a final filing / termination within the last year.
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 | $733,756-100.0% | $733,756-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 3.1%-3.1pp | 43.0%-43.0pp |
| Annual return | 11.84% | -3.91%+15.7pp | 8.35%+3.5pp | 259.17%-247.3pp |
| Employer contribution / active EE | $0 | $32,936-100.0% | $27,010-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $165-100.0% | $180-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $19,421-100.0% | $19,421-100.0% | $21,502-100.0% |