Filed January 13, 2015 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS3 years Service code 27 1 LINCOLN ST · BOSTON, MA 02111 | Advisory (Plan) | $156,250 |
NEPC, LLC7+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $68,750 |
MAYER HOFFMAN MCCANN P.C.6 years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $35,475 |
Service code 16 3071 PERAL RD · MEDINA, OH 44256 | Consulting | $19,725 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage | $10,539 |
Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 10 · EIN 20-1876798 | Accounting | $7,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,895 | $130,338-13.4% | $85,708+31.7% | $106,520+6.0% |
| Participation rate | 85.5% | 64.6%+20.9pp | 69.9%+15.6pp | 71.3%+14.2pp |
| Annual return | 10.58% | 14.40%-3.8pp | 21.49%-10.9pp | 19.28%-8.7pp |
| Employer contribution / active EE | $2,855 | $3,864-26.1% | $2,618+9.1% | $2,840+0.5% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,922-100.0% | $4,948-100.0% |
| Admin fee / account holder | $5 | $114-95.7% | $6,876-99.9% | $75-93.4% |