Filed September 1, 2016
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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES8+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 16 · EIN 36-3485298 | Consulting | $91,000 |
NORTHERN TRUST COMPANY8+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $43,266 |
RIDGEWORTH8+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $28,042 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN ASSET MANAGEMENT HQ Service code 28 · EIN 20-0166430 | Investment Management | $12,829 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN GLOBAL MANAGED VOLATILITY Service code 28 · EIN 26-2107163 | Investment Management | $12,828 |
Filed as: LATTIMORE, BLACK, MORGAN & CAIN, PC Service code 10 · EIN 62-1199757 | Accounting | $10,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $748,470-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 5.6%-5.6pp |
| Annual return | -16.69% | -7.97%-8.7pp | 0.46%-17.1pp | 39.77%-56.5pp |
| Employer contribution / active EE | $28,704 | $20,148+42.5% | $35,480-19.1% | $19,959+43.8% |
| Participant deferral / active EE | $0 | $2,300-100.0% | $231-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $29,938-100.0% | $62-100.0% |