Filed April 22, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $1,359,091 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2683227 | Investment Management | $602,771 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL AND GENERAL INVESTMENT Service code 28 · EIN 20-8058531 | Investment Management | $251,930 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST CO. Service code 21 ONE STATE STREET PLAZA · NEW YORK, NY 10004 | Bank Trustee | $251,796 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISOR Service code 21 ONE IRON STREET · BOSTON, MA 02210 | Bank Trustee | $242,585 |
Service code 28 26 MAIN STREET, SUITE 204 · CHATHAM, NJ 07928 | Investment Management | $137,126 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 28 · EIN 13-3200244 420 MONTGOMERY STREET · SAN FRANCISO, CA 94104 | Investment Management | $125,809 |
THE CARLYLE GROUP1 year Service code 28 600 TRAVIS ST, · HOUSTON, TX 77002 | Investment Management | $119,180 |
TA ASSOCIATES1 year Service code 28 200 CLARENDON STREET · BOSTON, MA 02116 | Investment Management | $82,950 |
GOLDMAN SACHS1 year Filed as: ORIGAMI CAPITAL PARTNERS Service code 28 191 N UPPER WACKER DR, STE 2350 · CHICAGO, IL 60606 | Investment Management | $73,327 |
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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 | $69,208,052-100.0% | $428,620-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 14.27% | 15.39%-1.1pp | 20.73%-6.5pp | 24.48%-10.2pp |
| Employer contribution / active EE | $3,693 | $7,237-49.0% | $36,503-89.9% | $9,418-60.8% |
| Participant deferral / active EE | $0 | $263-100.0% | $77-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $454,372-100.0% | $7,495-100.0% | $2,968,729-100.0% |