Filed January 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER (US), INC. Service code 50 · EIN 13-2834414 | Direct Payment | $1,328,135 |
Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 24-1442864 | Investment Management | $630,115 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $214,814 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $170,194 |
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $112,500 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2683227 | Investment Management | $90,852 |
WINSTON & STRAWN LLP1 year Filed as: WINSTON & STRAWN Service code 16 · EIN 36-1975990 | Consulting | $59,963 |
Filed as: STATE STREET Service code 21 · EIN 04-3581074 | Bank Trustee | $22,793 |
Filed as: QDRO CONSULTANTS Service code 49 · EIN 59-2377440 | Other Services | $12,158 |
COVINGTON & BURLING LLP1 year Service code 50 · EIN 53-0188411 | Direct Payment | $11,038 |
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 18.83% | 221.56%-202.7pp | 29.77%-10.9pp | 53.27%-34.4pp |
| Employer contribution / active EE | $12,173 | $12,096+0.6% | $33,607-63.8% | $14,774-17.6% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |