Filed June 12, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $578,220 |
Filed as: FINANCIAL SOLUTIONS INC Service code 51 · EIN 73-1478975 320 SOUTH BOSTON AVENUE SUITE 1130 · TULSA, OK 74103 | Investment Mgmt Fees | $282,799 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 5 CONCOURSE PARKWAY 18TH FLOOR · ATLANTA, GA 30328 | Actuarial | $166,254 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK Service code 51 · EIN 13-2726734 | Investment Mgmt Fees | $129,963 |
Service code 29 · EIN 25-1056909 | Legal | $73,867 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 PO BOX 2545 · FARGO, ND 581082545 | Accounting | $21,100 |
ARISTOTLE CAPITAL MANAGEMENT2 years Filed as: ARISTOTLE CAPITAL MANAGMENT, LLC Service code 51 · EIN 20-4471997 489 FIFTH AVE 10TH FLOOR · NEW YORK, NY 10017 | Investment Mgmt Fees | $17,649 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $151,373-100.0% | $182,032-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | - |
| Annual return | -6.53% | 93.58%-100.1pp | 7.69%-14.2pp | - |
| Employer contribution / active EE | $0 | $22,052-100.0% | $28,501-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $49-100.0% | - |
| Admin fee / account holder | $0 | $3,060-100.0% | $51,246-100.0% | - |