Filed September 1, 2016
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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES9+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 16 · EIN 36-3485298 | Consulting | $97,000 |
NORTHERN TRUST COMPANY9+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $38,253 |
LBMC, PC9+ years Service code 10 · EIN 62-1199757 | Accounting | $13,300 |
RIDGEWORTH9+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 · EIN 95-4575414 | Investment Management | $11,775 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN ASSET MANAGEMENT HQ Service code 28 · EIN 20-0166430 | Investment Management | $10,051 |
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Employer contribution per participant 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,008-100.0% | $163,428-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 20.1%-20.1pp | 15.9%-15.9pp | 55.9%-55.9pp |
| Annual return | 4.15% | 9.19%-5.0pp | 9.36%-5.2pp | 24.44%-20.3pp |
| Employer contribution / active EE | $0 | $35,866-100.0% | $31,270-100.0% | $41,341-100.0% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,013-100.0% |