Filed April 22, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST CO Service code 28 · EIN 04-2683227 | Investment Management | $7,325,911 |
AON CONSULTING1+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $2,079,903 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 25-0659306 | Bank Trustee | $232,701 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES HY FUND Service code 28 · EIN 39-6797388 | Investment Management | $136,139 |
COMMINGLED PENSION TRUST FUND SP1+ years Filed as: COMMINGLED PENSION TRUST FUND Service code 28 · EIN 13-6038770 | Investment Management | $112,141 |
DEPRINCE, RACE & ZOLLO1+ years Filed as: DEPRINCE RACE AND ZOLLO Service code 28 · EIN 59-3299598 | Investment Management | $106,725 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK ONE INV ADV CORP. Service code 28 · EIN 31-1192865 | Investment Management | $88,084 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $75,083 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2683227 | Investment Management | $59,250 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,522-100.0% | $219,333-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 9.2%-9.2pp |
| Annual return | -1.56% | -1.20%-0.4pp | -2.01%+0.4pp | -0.08%-1.5pp |
| Employer contribution / active EE | $527 | $5,696-90.7% | $34,453-98.5% | $7,991-93.4% |
| Participant deferral / active EE | $0 | $79-100.0% | $34-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $5,362-100.0% | $275-100.0% |