Filed September 28, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 11 · EIN 22-2232264 | Actuarial | $348,832 |
Filed as: CHAMBERLAIN, HRDLICKA, WHITE Service code 29 · EIN 74-1541761 | Legal | $51,654 |
Filed as: FIDELITY INVESTMENTS Service code 65 · EIN 04-6568107 | Account Maintenance | $50,547 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $27,535 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $19,780 |
GORDON ASSET MANAGEMENT1 year Filed as: GORDON REES SCULLY MANSUKHANI, Service code 29 · EIN 22-2540245 | Legal | $10,982 |
REED SMITH LLP1 year Service code 29 · EIN 25-0749630 | Legal | $10,029 |
Filed as: INVESTEC EMERGING MARKETS Service code 28 · EIN 27-3203031 | Investment Management | $4,629 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $221,583-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | 3.84% | -5.10%+8.9pp | -6.55%+10.4pp | 33.37%-29.5pp |
| Employer contribution / active EE | $0 | $17,560-100.0% | $21,653-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $70 | $304-77.0% | $160-56.2% | $819-91.5% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,920-100.0% | $99,113-100.0% |