Filed September 1, 2016
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| Provider | Service type | Compensation |
|---|---|---|
BPS&M1+ years Filed as: BPS & M, LLC Service code 11 · EIN 62-0853448 | Actuarial | $70,419 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 16 · EIN 36-3485298 | Consulting | $63,750 |
RIDGEWORTH1+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $49,496 |
NORTHERN TRUST COMPANY1+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $38,804 |
BAHL & GAYNOR1+ years Filed as: BAHL & GAYNOR INVESTMENT COUNCIL Service code 28 · EIN 31-1297139 | Investment Management | $27,358 |
ACADIAN ASSET MANAGEMENT LLC1+ years Filed as: ACADIAN Service code 28 · EIN 04-2929221 | Investment Management | $24,186 |
LBMC, PC1+ years Service code 10 · EIN 62-1199757 | Accounting | $11,500 |
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Form 5500 reported that benefits due were not provided when due.
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 | $211,396-100.0% | $108,235-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 4.3%-4.3pp |
| Annual return | -1.13% | -0.83%-0.3pp | -1.08%-0.1pp | 2.81%-3.9pp |
| Employer contribution / active EE | $16,155 | $22,474-28.1% | $35,779-54.8% | $16,358-1.2% |
| Participant deferral / active EE | $0 | $704-100.0% | $238-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $13,449-100.0% | $1,639-100.0% |