Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 27-2436452 | Actuarial | $724,060 |
MERCER1 year Filed as: MERCER, INC. Service code 11 · EIN 13-2834414 | Actuarial | $289,773 |
KPMG LLP2 years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $40,500 |
GERBER LLC1 year Filed as: GERBER/TAYLOR ASSOCIATES, INC. Service code 70 1 COMMERCE SQUARE · MEMPHIS, TN 38103 | Consulting Fees | $7,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | 2.94% | 9.64%-6.7pp | -102.04%+105.0pp | 33.37%-30.4pp |
| Employer contribution / active EE | $4,651 | $8,034-42.1% | $36,232-87.2% | $11,253-58.7% |
| Participant deferral / active EE | $244 | $572-57.2% | $47+416.1% | $819-70.1% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |