Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Filed as: AON HEWITT Service code 11 · EIN 27-2436452 | Actuarial | $632,980 |
MERCER2 years Filed as: MERCER, INC. Service code 11 · EIN 13-2834414 | Actuarial | $53,793 |
KPMG LLP3 years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $31,000 |
BKD, LLP1 year Service code 10 · EIN 44-1060260 | Accounting | $2,625 |
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 12.91% | 34.64%-21.7pp | 20.73%-7.8pp | 21.83%-8.9pp |
| Employer contribution / active EE | $5,052 | $7,654-34.0% | $36,503-86.2% | $12,237-58.7% |
| Participant deferral / active EE | $242 | $693-65.0% | $77+213.3% | $987-75.5% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |