Filed December 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 11 · EIN 20-3640590 | Actuarial | $339,258 |
USI CONSULTING GROUP1 year Service code 17 · EIN 06-1053228 | Pension Consulting | $243,478 |
FINDLEY3 years Filed as: FINDLEY INC. Service code 17 · EIN 34-1213174 | Pension Consulting | $210,048 |
AON CONSULTING3 years Filed as: AON CONSULTING INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $183,851 |
DELOITTE & TOUCHE LLP4 years Service code 10 · EIN 13-3891517 | Accounting | $124,254 |
NEAL FINANCIAL GROUP, LP4 years Filed as: NEAL GERBER & EINSENBERG Service code 29 · EIN 36-3532950 | Legal | $63,929 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $27,912 |
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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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -16.61% | 38.53%-55.1pp | -3.21%-13.4pp | 2.78%-19.4pp |
| Employer contribution / active EE | $0 | $14,659-100.0% | $46,051-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |