Filed September 1, 2016
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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 16 · EIN 36-3485298 | Consulting | $88,000 |
RIDGEWORTH4+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $56,650 |
FINDLEY1 year Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 | Actuarial | $43,751 |
NORTHERN TRUST COMPANY4+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $37,355 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $26,172 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $12,000 |
BPS&M1 year Filed as: BPS&M, LLC Service code 11 · EIN 62-0853448 | Actuarial | $8,410 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | -6.49% | -0.95%-5.5pp | -0.67%-5.8pp | -0.69%-5.8pp |
| Employer contribution / active EE | $17,821 | $18,555-4.0% | $31,731-43.8% | $16,786+6.2% |
| Participant deferral / active EE | $0 | $1,384-100.0% | $473-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |