Filed January 30, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS C Service code 15 · EIN 04-3275867 | Recordkeeping | $372,153 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $128,126 |
BUCK GLOBAL, LLC2 years Service code 11 · EIN 13-3954297 | Actuarial | $111,189 |
CRAVATH, SWAINE & MOORE LLP2 years Filed as: CRAVATH SWAINE & MOORE Service code 28 · EIN 13-5015405 | Investment Management | $87,195 |
WELLINGTON TRUST COMPANY1 year Service code 15 · EIN 04-2755549 | Recordkeeping | $64,826 |
ALIXPARTNERS LLP1 year Service code 29 · EIN 38-3637158 | Legal | $6,736 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | 37.91% | 38.53%-0.6pp | -3.21%+41.1pp | 2.78%+35.1pp |
| Employer contribution / active EE | $0 | $14,659-100.0% | $46,051-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |