Filed June 16, 2016 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FINDLEY2+ years Filed as: FINDLEY DAVIES, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $148,252 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $118,078 |
KILTEARN PARTNERS LLP2+ years Service code 28 · EIN 27-4585908 | Investment Management | $103,121 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $77,803 |
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT STRATEGIES, INC Service code 17 · EIN 43-1708520 | Pension Consulting | $55,449 |
INCOME RESEARCH & MANAGEMENT2+ years Filed as: INCOME RESEARCH AND MGMT INC. Service code 28 · EIN 04-2955404 | Investment Management | $44,183 |
Filed as: DOLAN MCENIRY CAPITAL MANAGEMENT, L Service code 28 · EIN 36-4169967 | Investment Management | $35,697 |
FRANKLIN TEMPLETON2+ years Filed as: CLARION PARTNERS Service code 20 · EIN 13-4087331 | Trustee (individual); Real estate bro... | $32,174 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $20,108 |
GAMCO ASSET MANAGEMENT1 year Service code 28 · EIN 13-4044521 | Investment Management | $18,812 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 5.15% | 26.60%-21.5pp | 10.16%-5.0pp | 17.84%-12.7pp |
| Employer contribution / active EE | $0 | $7,232-100.0% | $33,192-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |