Filed March 22, 2016 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $133,339 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $133,333 |
COLUMBIA2 years Filed as: COLUMBIA MGT INV SRVC, CORP Service code 28 PO BOX 8081 · BOSTON, MA 022668081 | Investment Management | $42,197 |
GROOM LAW GROUP3+ years Filed as: GROOM LAW Service code 29 · EIN 52-1219092 | Legal | $14,283 |
PRINCIPAL MIDCAP1 year Service code 28 711 HIGH STREET · DES MOINES, IA 50392 | Investment Management | $10,080 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES FUNDS Service code 28 P.O. BOX 219594 · KANSAS CITY, MO 641219594 | Investment Management | $8,463 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS INVESTMENT Service code 28 111 HUNTINGTON AVE · BOSTON, MA 021997632 | Investment Management | $8,442 |
CAMBIAR INVESTORS LLC2 years Filed as: CAMBIAR FUNDS Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 64121 | Investment Management | $6,424 |
Filed as: SCHRODER INVESTMENT MGMT N AMERICA Service code 28 875 THIRD AVENUE, 22ND FLOOR · NEW YORK, NY 10022 | Investment Management | $5,505 |
Filed as: FULLER & THALER ASSET MGMT, INC. Service code 28 411 BOREL AVENUE, SUITE 300 · SAN MATEO, CA 94402 | Investment Management | $5,283 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 17.17% | 13.03%+4.1pp | 10.36%+6.8pp | 23.90%-6.7pp |
| Employer contribution / active EE | $46,792 | $15,779+196.5% | $37,738+24.0% | $16,539+182.9% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |