Filed April 22, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $1,436,520 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2683227 | Investment Management | $845,016 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL AND GENERAL INVESTMENT Service code 28 · EIN 20-8058531 | Investment Management | $318,382 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES HY FUND Service code 28 · EIN 39-6797388 | Investment Management | $224,082 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 28 · EIN 13-3200244 420 MONTGOMERY STREET · SAN FRANCISO, CA 94104 | Investment Management | $131,203 |
THE BANK OF NEW YORK MELLON4+ years Service code 21 · EIN 25-0659306 | Bank Trustee | $130,272 |
Filed as: STATE STREET BANK AND TRUST CO. Service code 21 ONE STATE STREET PLAZA · NEW YORK, NY 10004 | Bank Trustee | $57,430 |
Filed as: STATE STREET GLOBAL ADVISOR Service code 21 ONE IRON STREET · BOSTON, MA 02210 | Bank Trustee | $27,544 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $9,129 |
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 | $7,764,297-100.0% | $436,953-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -5.49% | -0.93%-4.6pp | -102.04%+96.6pp | -1.95%-3.5pp |
| Employer contribution / active EE | $1,591 | $6,242-74.5% | $36,232-95.6% | $9,243-82.8% |
| Participant deferral / active EE | $0 | $325-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $12,721-100.0% | $62,356-100.0% |