Filed December 8, 2017 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 11 · EIN 20-3640590 | Actuarial | $589,364 |
FINDLEY2 years Filed as: FINDLEY INC. Service code 17 · EIN 34-1213174 | Pension Consulting | $532,728 |
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $113,293 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $72,707 |
NEAL FINANCIAL GROUP, LP3 years Filed as: NEAL GERBER & EINSENBERG Service code 29 · EIN 36-3532950 | Legal | $59,567 |
DELOITTE & TOUCHE LLP3 years Service code 10 · EIN 13-3891517 | Accounting | $57,586 |
FAYEZ SAROFIM & CO5 years Filed as: FAYEZ SAROFIM & CO. Service code 21 · EIN 74-1312679 | Bank Trustee | $41,916 |
THE BERWYN GROUP1 year Filed as: BERWYN GROUP INC Service code 27 · EIN 34-1672337 | Advisory (Plan) | $14,821 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | -0.18% | 11.84%-12.0pp | 8.95%-9.1pp | 13.24%-13.4pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $6 | $614-99.0% | $131-95.5% | $830-99.3% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |