Filed March 22, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $145,556 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $129,821 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS INVESTMENT LARGE CAP VAL Service code 28 111 HUNTINGTON AVE, · BOSTON, MA 021997632 | Investment Management | $9,980 |
AB FUNDS1+ years Filed as: LOOMIS LARGE CAP GROWTH Service code 28 P. O. BOX 219594 · KANSAS, MO 641219594 | Investment Management | $7,885 |
SCHRODER INVESTMENT MANAGEMENT1+ years Filed as: SCHRODERS INTL GROWTH ADR Service code 28 875 THIRD AVENUE · NEW YORK, NY 100226225 | Investment Management | $6,921 |
GROOM LAW GROUP1+ years Filed as: GROOM LAW Service code 29 · EIN 52-1219092 | Legal | $6,550 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO WPG MID CAP VALUE Service code 28 | Investment Management | $5,663 |
APEX CAPITAL MANAGEMENT1+ years Filed as: APEX SMALL CAP GROWTH Service code 28 10050 INNOVATION DRIVE · DAYTON, OH 45342 | Investment Management | $5,593 |
BAIRD INSURANCE SERVICES INC1+ years Filed as: BAIRD MID CAP GROWTH Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $5,504 |
FULLER & THALER ASSET MANAGEMENT1+ years Filed as: FULLER & THALER SMALL CAP VALUE Service code 28 411 BOREL AVENUE · SAN MATEO, CA 94402 | Investment Management | $5,485 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -2.38% | 0.06%-2.4pp | -0.81%-1.6pp | -0.60%-1.8pp |
| Employer contribution / active EE | $14,113 | $14,206-0.7% | $38,425-63.3% | $12,272+15.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |