Filed April 12, 2019 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $809,798 |
NORTHERN TRUST COMPANY8+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $332,551 |
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $285,954 |
WEAVER AND TIDWELL, LLP4 years Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786313 | Accounting | $54,529 |
Filed as: QDRO CONSULTANTS CO. LLC Service code 17 · EIN 34-1820650 | Pension Consulting | $10,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,532 | $89,433+54.9% | $129,118+7.3% | $89,433+54.9% |
| Participation rate | 98.9% | 71.3%+27.6pp | 77.2%+21.6pp | 71.3%+27.6pp |
| Annual return | -13.73% | -11.88%-1.8pp | -10.94%-2.8pp | -11.88%-1.8pp |
| Employer contribution / active EE | $10,480 | $3,021+246.9% | $5,051+107.5% | $3,021+246.9% |
| Participant deferral / active EE | $9,991 | $5,125+95.0% | $6,539+52.8% | $5,125+95.0% |
| Admin fee / account holder | $65 | $79-18.2% | $14,305-99.5% | $79-18.2% |