Filed August 26, 2015 (most recent of 2 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 |
|---|---|---|
Filed as: FIDUCIARY TRUST INTERNATIONAL Service code 50 · EIN 65-0080824 | Direct Payment | $1,067,347 |
Filed as: FIDELITY MANAGEMENT TRUST Service code 50 · EIN 04-2723880 | Direct Payment | $983,434 |
LEGAL & GENERAL INVESTMENT2 years Service code 28 · EIN 20-8058531 | Investment Management | $613,830 |
AON CONSULTING3 years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $260,869 |
MERCER3 years Filed as: MERCER (US), INC Service code 16 · EIN 13-2834414 | Consulting | $215,605 |
BAKER & HOSTETLER LLP5 years Service code 29 · EIN 34-0082025 | Legal | $134,686 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $93,996 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 47-1167553 | Investment Management | $52,893 |
ERNST & YOUNG LLP5 years Service code 10 · EIN 34-6565596 | Accounting | $19,200 |
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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 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -18.38% | -11.83%-6.5pp | -5.12%-13.3pp | -14.65%-3.7pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |