Filed October 13, 2017 (most recent of 2 filings on file)
Total covered: 187 employees
| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL2 years Service code 70 · EIN 52-1883918 | Consulting Fees | $861,086 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $571,411 |
LCG ASSOCIATES, INC.6+ years Filed as: LCG ASSOCIATES Service code 17 · EIN 75-1680350 400 GALLERIA PKWY · ATLANTA, GA 30339 | Pension Consulting | $115,977 |
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP Service code 14 · EIN 23-1945930 | Plan Administrator | $94,397 |
ALSTON & BIRD LLP1 year Service code 29 · EIN 58-0137615 | Legal | $54,265 |
Filed as: LATTIMORE, BLACK, MORGAN & CAIN Service code 10 · EIN 62-1199757 | Accounting | $19,521 |
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 | $0 | $319,634-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | -2.16% | 5230.06%-5232.2pp | 175.18%-177.3pp | 5230.06%-5232.2pp |
| Employer contribution / active EE | $24,348 | $10,491+132.1% | $38,590-36.9% | $10,491+132.1% |
| Participant deferral / active EE | $0 | $460-100.0% | $8-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $3,298-100.0% | - |