Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $286,882 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 27-2436452 | Actuarial | $180,564 |
FIDUCIARY MANAGEMENT, INC.1+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $79,791 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT Service code 28 · EIN 62-1237220 | Investment Management | $71,381 |
GOLDMAN SACHS1+ years Filed as: 1607 CAPITAL PARTNERS, LLC Service code 28 13 S. 13TH STREET, SUITE 400 · RICHMOND, VA 23219 | Investment Management | $60,188 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | 9.28% | 9.41%-0.1pp | 5.00%+4.3pp | 9.19%+0.1pp |
| Employer contribution / active EE | $3,304 | $8,353-60.4% | $35,918-90.8% | $12,608-73.8% |
| Participant deferral / active EE | $317 | $340-6.9% | $75+320.4% | $1,615-80.4% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |