Filed December 30, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
IVINS, PHILLIPS & BARKER6+ years Filed as: IVINS PHILLIPS AND BARKER Service code 29 · EIN 52-1229560 | Legal | $388,986 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $259,500 |
AON CONSULTING3 years Service code 10 · EIN 22-2232264 | Accounting | $238,311 |
ALIGHT SOLUTIONS LLC4 years Service code 12 · EIN 82-1061233 | Direct payment from the plan; Partici... | $216,542 |
Filed as: SSGA Service code 28 1 LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $70,097 |
Filed as: INCOME RESEARCH & MGMT Service code 28 100 FEDERAL ST 30TH FLOOR · BOSTON, MA 02110 | Investment Management | $32,204 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $23,325 |
Filed as: WESTERN ASSET MGMT COMPANY Service code 28 385 E COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $15,631 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 12.55% | 12.05%+0.5pp | 793.01%-780.5pp | 12.86%-0.3pp |
| Employer contribution / active EE | $34,161 | $21,947+55.7% | $27,004+26.5% | $13,687+149.6% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |