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 | $2,643,009 |
Filed as: POLARIS CAPITAL MANAGEMENT Service code 28 · EIN 04-3269043 | Investment Management | $1,155,014 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS & CO. LLC Service code 33 · EIN 13-5108880 | Direct payment from the plan; Securit... | $578,844 |
DELOITTE & TOUCHE LLP5 years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $402,025 |
AIG2 years Service code 28 · EIN 13-2592361 | Investment Management | $379,492 |
THE BANK OF NEW YORK MELLON5 years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $371,573 |
KPMG LLP5 years Service code 10 · EIN 13-5565207 | Accounting | $111,601 |
Filed as: INSTITUTIONAL SHAREHOLDER Service code 15 · EIN 06-1541449 | Recordkeeping | $26,395 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 3.12% | 9.17%-6.0pp | 8.95%-5.8pp | 13.51%-10.4pp |
| Employer contribution / active EE | $5,634 | $5,235+7.6% | $46,559-87.9% | $8,170-31.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $131-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |