Filed April 18, 2014 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP7+ years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $113,600 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL CO. (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $97,759 |
SCHULTHEIS & PANETTIERI, LLP7+ years Service code 10 · EIN 13-1577780 | Accounting | $59,300 |
BLITMAN & KING7+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $50,671 |
WELLS FARGO BANK, N.A.3 years Service code 28 · EIN 94-1347393 | Investment Management | $41,909 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET GLOBAL ADVISOR TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $30,000 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES TRUST CO Service code 28 · EIN 20-8080381 | Investment Management | $21,705 |
G A VERDILE LANDSCAPING4 years Service code 49 · EIN 27-2229230 | Other Services | $13,620 |
FITZGERALD LAW, P.C.1 year Service code 29 · EIN 04-3144923 | Legal | $11,000 |
G W MORISI2 years Service code 22 · EIN 04-2475189 | Insurance Broker | $7,213 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 16.49% | 24.46%-8.0pp | 11.08%+5.4pp | 13.24%+3.3pp |
| Employer contribution / active EE | $18,484 | $11,981+54.3% | $28,418-35.0% | $14,616+26.5% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |