Filed September 1, 2016
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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES6+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 16 · EIN 36-3485298 | Consulting | $91,000 |
RIDGEWORTH6+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $55,878 |
NORTHERN TRUST COMPANY6+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $41,435 |
ACADIAN ASSET MANAGEMENT LLC5 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $22,025 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $13,200 |
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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 | $409,661-100.0% | $247,190-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 1.7%-1.7pp |
| Annual return | 10.75% | 9.30%+1.4pp | 7.87%+2.9pp | 627.08%-616.3pp |
| Employer contribution / active EE | $41,269 | $21,052+96.0% | $31,784+29.8% | $18,824+119.2% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $241-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $240,514-100.0% | $1,923-100.0% |