Filed October 13, 2017 (most recent of 2 filings on file)
Total covered: 187 employees
| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1+ years Service code 70 · EIN 52-1883918 | Consulting Fees | $267,467 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $177,489 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 16 · EIN 23-1945930 | Consulting | $48,644 |
LCG ASSOCIATES, INC.1+ years Filed as: LCG ASSOCIATES Service code 17 · EIN 75-6168035 400 GALLERIA PKWY · ATLANTA, GA 30339 | Pension Consulting | $36,023 |
ALSTON & BIRD LLP1+ years Service code 29 · EIN 58-0137615 | Legal | $19,417 |
LATTIMORE BLACK MORGAN AND CAIN1+ years Filed as: LATTIMORE, BLACK, MORGAN, & CAIN Service code 10 · EIN 62-1199757 | Accounting | $6,064 |
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 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 | $2,822,362-100.0% | $319,634-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.6%-0.6pp |
| Annual return | 0.00% | 8.57%-8.6pp | 175.18%-175.2pp | 11.45%-11.5pp |
| Employer contribution / active EE | $0 | $13,016-100.0% | $38,590-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,298-100.0% | $15,480-100.0% |