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 | $2,706,153 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $495,073 |
DELOITTE & TOUCHE LLP7 years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $473,382 |
THE BANK OF NEW YORK MELLON7 years Service code 18 · EIN 13-5160382 | Custodial (securities); Direct paymen... | $285,542 |
GOLDMAN SACHS7 years Filed as: GOLDMAN SACHS & CO. LLC Service code 33 · EIN 13-5108880 | Securities brokerage; Direct payment ... | $187,160 |
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 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 3.71% | 9.90%-6.2pp | 12.68%-9.0pp | 13.18%-9.5pp |
| Employer contribution / active EE | $14,449 | $7,519+92.2% | $41,626-65.3% | $8,469+70.6% |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |