Filed September 1, 2016
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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 16 · EIN 36-3485298 | Consulting | $106,250 |
BPS&M2+ years Filed as: BPS & M, LLC Service code 11 · EIN 62-0853448 | Actuarial | $56,330 |
RIDGEWORTH2+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $49,521 |
NORTHERN TRUST COMPANY2+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $37,002 |
Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $23,477 |
Filed as: LATTIMORE, BLACK, MORGAIN & CAIN,PC Service code 10 · EIN 62-1199757 | Accounting | $12,000 |
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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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 7.10% | 4.08%+3.0pp | 3.97%+3.1pp | 11.88%-4.8pp |
| Employer contribution / active EE | $17,505 | $19,692-11.1% | $28,168-37.9% | $14,612+19.8% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |