Filed May 27, 2015 (most recent of 4 filings on file)
Total covered: 755 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FMR CORP Service code 15 · EIN 04-3532603 | Recordkeeping | $2,737,136 |
Filed as: POLARIS CAPITAL MANAGEMENT Service code 28 · EIN 04-3269043 | Investment Management | $834,786 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS & CO. LLC Service code 33 · EIN 13-5108880 | Direct payment from the plan; Securit... | $581,508 |
THE BANK OF NEW YORK MELLON4 years Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $340,754 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $211,990 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $111,600 |
AIG1 year Service code 28 · EIN 13-2592361 | Investment Management | $67,631 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $28,375 |
Filed as: INSTITUTIONAL SHAREHOLDER Service code 15 · EIN 06-1541449 | Recordkeeping | $26,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 16.28% | 17.85%-1.6pp | 9.52%+6.8pp | 13.80%+2.5pp |
| Employer contribution / active EE | $4,190 | $5,706-26.6% | $41,951-90.0% | $10,386-59.7% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |