Filed August 8, 2019 (most recent of 10 filings on file)
Total covered: 65 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO Service code 11 · EIN 04-2647786 | Actuarial | $368,563 |
Service code 29 · EIN 04-0244008 | Legal | $93,170 |
NORTHERN TRUST COMPANY9 years Service code 21 · EIN 36-1561860 | Bank Trustee | $35,592 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS CAPITIAL MANAGEMENT Service code 27 · EIN 95-3692822 | Advisory (Plan) | $21,983 |
MOSS ADAMS LLP8 years Filed as: MOSS ADAM Service code 10 · EIN 91-0189318 | Accounting | $20,000 |
LEGAL & GENERAL INVESTMENT3 years Service code 27 · EIN 20-8058531 | Advisory (Plan) | $18,815 |
WELLINGTON TRUST COMPANY9 years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $12,775 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 1.96% | 8.46%-6.5pp | 9.82%-7.9pp | 8.76%-6.8pp |
| Employer contribution / active EE | $331 | $11,054-97.0% | $30,311-98.9% | $16,650-98.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |