Filed June 29, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS8+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 01-0694771 | Advisory (Plan) | $189,992 |
Filed as: LEGAL AND GENERAL INVESTMENT MANAGE Service code 51 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Mgmt Fees | $173,978 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES AND COMPANY L.P. Service code 51 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $148,092 |
Filed as: JOHN HANCOCK RETIREMENT SVCS Service code 11 · EIN 01-0233346 | Actuarial | $139,250 |
PRICEWATERHOUSECOOPERS LLP8+ years Service code 10 · EIN 13-4008324 | Accounting | $49,000 |
EARNEST PARTNERS, LLC1 year Service code 51 1180 PEACHTREE ST. NE · ATLANTA, GA 30309 | Investment Mgmt Fees | $29,606 |
UNITED OF OMAHA1 year Filed as: MUTUAL OF OMAHA INSURANCE COMPANY Service code 73 3300 MUTUAL OF OMAHA PLAZA · OMAHA, NE 68175 | Other insurance fees and expenses | $6,900 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $565,817-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 5.6%-5.6pp |
| Annual return | -15.99% | -15.92%-0.1pp | -8.80%-7.2pp | 39.82%-55.8pp |
| Employer contribution / active EE | $445,545 | $30,693+1351.6% | $43,463+925.1% | $19,980+2130.0% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $866-100.0% | $62-100.0% |