Filed January 4, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY10+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $136,772 |
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $118,518 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $43,224 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $34,292 |
PRIME, BUCHHOLZ & ASSOCIATES10+ years Filed as: PRIME, BUCHHOLZ & ASSOCIATES, INC Service code 17 · EIN 02-0426421 | Pension Consulting | $27,516 |
RHUMBLINE ADVISORS3 years Service code 28 · EIN 04-3118582 | Investment Management | $26,839 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 13-3142135 | Investment management fees paid direc... | $17,603 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $6,980 |
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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 | $0 | $250,061-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 4.27% | 8.76%-4.5pp | 7.82%-3.5pp | 8.76%-4.5pp |
| Employer contribution / active EE | $17,437 | $16,664+4.6% | $31,823-45.2% | $16,664+4.6% |
| Participant deferral / active EE | $0 | $948-100.0% | $365-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $18,503-100.0% | - |