Filed June 16, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $661,893 |
FINDLEY4+ years Filed as: FINDLEY DAVIES, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $152,520 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $124,103 |
Service code 28 · EIN 48-1140940 | Investment Management | $101,501 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 17 · EIN 30-0282430 | Pension Consulting | $25,956 |
SUMMIT FINANCIAL CORPORATION4+ years Filed as: SUMMIT STRATEGIES, INC Service code 17 · EIN 43-1708520 | Pension Consulting | $7,499 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $212,470-100.0% | $428,620-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 52.4%-52.4pp | 46.0%-46.0pp | 47.3%-47.3pp |
| Annual return | -3.25% | 21.43%-24.7pp | 20.73%-24.0pp | 12.16%-15.4pp |
| Employer contribution / active EE | $1,080,000 | $39,472+2636.1% | $36,503+2858.7% | $44,747+2313.6% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |