Filed December 20, 2018 (most recent of 2 filings on file)
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 |
|---|---|---|
WALTER SCOTT & PARTNERS LIMITED1+ years Service code 28 · EIN 98-0465834 | Investment Management | $310,252 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $268,106 |
NORTHERN TRUST COMPANY1+ years Service code 18 · EIN 36-1561860 | Direct payment from the plan; Custodi... | $36,231 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Investment management fees paid indir... | $15,453 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $154,870 | $74,024+109.2% | $78,002+98.5% | $57,661+168.6% |
| Participation rate | 97.7% | 79.7%+17.9pp | 75.5%+22.1pp | 70.2%+27.4pp |
| Annual return | -85.64% | 12.14%-97.8pp | 425.99%-511.6pp | 5.13%-90.8pp |
| Employer contribution / active EE | $16,458 | $2,365+595.8% | $2,470+566.3% | $1,974+733.8% |
| Participant deferral / active EE | $45,672 | $3,533+1192.7% | $3,497+1206.1% | $3,061+1392.3% |
| Admin fee / account holder | $590 | $93+533.4% | $5,481-89.2% | $95+524.5% |