Filed June 16, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY1+ years Filed as: FINDLEY DAVIES, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $134,857 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $103,590 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $91,206 |
KILTEARN PARTNERS LLP1+ years Service code 28 · EIN 27-4585908 | Investment Management | $85,685 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $65,730 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT STRATEGIES, INC Service code 17 · EIN 43-1708520 | Pension Consulting | $63,710 |
FRANKLIN TEMPLETON1+ years Filed as: CLARION PARTNERS Service code 20 · EIN 13-4087331 | Real estate brokerage; Trustee (indiv... | $53,481 |
DOLAN MCENIRY CAPITAL MANAGEMENT1+ years Filed as: DOLAN MCENIRY CAPITAL MGMT LLC Service code 51 · EIN 36-4169967 | Investment Mgmt Fees | $35,377 |
GAMCO ASSET MANAGEMENT1+ years Filed as: GAMCO ASSET MGMT INC. Service code 51 · EIN 13-4044521 | Investment Mgmt Fees | $27,698 |
INCOME RESEARCH & MANAGEMENT1+ years Filed as: INCOME RESEARCH AND MGMT INC. Service code 28 · EIN 04-2955404 | Investment Management | $27,603 |
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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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 5.79% | 9.41%-3.6pp | 5.00%+0.8pp | 9.19%-3.4pp |
| Employer contribution / active EE | $29,747 | $8,353+256.1% | $35,918-17.2% | $12,608+135.9% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |