Filed May 27, 2015 (most recent of 4 filings on file)
Total covered: 755 employees
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $3,024,397 |
POLARIS CAPITAL MANAGEMENT LLC1+ years Filed as: POLARIS Service code 51 · EIN 04-3269043 | Investment Mgmt Fees | $1,597,689 |
SOUND SHORE1+ years Service code 51 · EIN 13-2509799 | Investment Mgmt Fees | $640,298 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE Service code 11 · EIN 06-1454513 | Actuarial | $556,031 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $273,240 |
MERCER1+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $241,044 |
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $124,500 |
Filed as: INSTITUTIONAL SHAREHOLDERS SERVICES Service code 17 · EIN 06-1541449 | Pension Consulting | $45,125 |
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 | $47,522-100.0% | $846,462-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 9.2%-9.2pp |
| Annual return | 3.55% | 3.03%+0.5pp | -0.81%+4.4pp | -0.08%+3.6pp |
| Employer contribution / active EE | $0 | $7,443-100.0% | $38,425-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $0 | $0 | $315-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $15,697-100.0% | $275-100.0% |