Filed May 27, 2015 (most recent of 4 filings on file)
Total covered: 755 employees
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $2,776,660 |
POLARIS CAPITAL MANAGEMENT LLC2+ years Filed as: POLARIS Service code 51 · EIN 04-3269043 | Investment Mgmt Fees | $1,603,071 |
SOUND SHORE2+ years Service code 51 · EIN 13-2509799 | Investment Mgmt Fees | $647,743 |
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE Service code 11 · EIN 06-1454513 | Actuarial | $513,490 |
Service code 15 · EIN 04-3532603 | Recordkeeping | $300,326 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 | Bank Trustee | $272,888 |
MERCER2+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $159,300 |
KPMG LLP2+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $101,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 9.01% | 7.64%+1.4pp | 4.74%+4.3pp | 10.64%-1.6pp |
| Employer contribution / active EE | $2,777 | $7,500-63.0% | $36,089-92.3% | $11,561-76.0% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |