Filed December 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 17 · EIN 06-1053228 | Pension Consulting | $659,460 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 11 · EIN 20-3640590 | Actuarial | $226,775 |
DORSEY & WHITNEY LLP1 year Service code 29 · EIN 41-0919654 | Legal | $107,979 |
NEAL FINANCIAL GROUP, LP5 years Filed as: NEAL GERBER & EINSENBERG Service code 29 · EIN 36-3532950 | Legal | $87,306 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $26,502 |
AON CONSULTING4 years Filed as: AON CONSULTING INC. Service code 17 · EIN 22-2232264 | Pension Consulting | $6,081 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $265,195-100.0% | $422,209-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 49.8%-49.8pp | 23.3%-23.3pp | 55.8%-55.8pp |
| Annual return | 2.41% | 13.43%-11.0pp | 12.68%-10.3pp | 24.44%-22.0pp |
| Employer contribution / active EE | $0 | $48,174-100.0% | $41,626-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,013-100.0% |