Filed October 2, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EPIC RPS Service code 13 · EIN 16-1268674 5 WIDGERY WHARF · PORTLAND, ME 04101 | Contract Administrator | $97,038 |
MARQUETTE ASSOCIATES9 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 11 180 NORTH LASALLE DRIVE · CHICAGO, IL 60601 | Actuarial | $84,356 |
WELLINGTON TRUST COMPANY8 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 46-2546180 | Investment Management | $39,369 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF OKLAHOMA Service code 28 · EIN 73-6210970 | Investment Management | $34,681 |
Filed as: THL C/O ESTERA TRUST (CAYMAN) LTD Service code 28 | Investment Management | $25,601 |
Service code 28 · EIN 45-2531297 | Investment Management | $24,800 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $133,308-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 11.8%-11.8pp | 2.9%-2.9pp |
| Annual return | 11.99% | 8.39%+3.6pp | 7.44%+4.5pp | 8.39%+3.6pp |
| Employer contribution / active EE | $66,372 | $18,340+261.9% | $30,790+115.6% | $18,340+261.9% |
| Participant deferral / active EE | $3,939 | $1,279+208.0% | $640+515.1% | $1,279+208.0% |
| Admin fee / account holder | $0 | $200-100.0% | $16,084-100.0% | $200-100.0% |