Filed April 22, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $1,661,124 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST CO Service code 28 · EIN 04-2683227 | Investment Management | $662,166 |
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 25-0659306 | Bank Trustee | $148,999 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES HY FUND Service code 28 · EIN 39-6797388 | Investment Management | $142,482 |
COMMINGLED PENSION TRUST FUND SP2+ years Filed as: COMMINGLED PENSION TRUST FUND Service code 28 · EIN 13-6038770 | Investment Management | $125,934 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2683227 | Investment Management | $66,205 |
Filed as: J.P. MORGAN INVESTMENT Service code 20 · EIN 13-3200244 | Investment management; Trustee (indiv... | $63,853 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $25,967 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK ONE INV ADV CORP. Service code 28 · EIN 31-1192865 | Investment Management | $22,436 |
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Annual investment return 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 | $40,289-100.0% | $219,466-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 4.2%-4.2pp |
| Annual return | 3.46% | 5.72%-2.3pp | 5.00%-1.5pp | 10.64%-7.2pp |
| Employer contribution / active EE | $6,467 | $7,055-8.3% | $35,918-82.0% | $11,561-44.1% |
| Participant deferral / active EE | $0 | $269-100.0% | $75-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,204-100.0% | $312-100.0% |