Filed August 8, 2019 (most recent of 10 filings on file)
Total covered: 65 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO Service code 11 · EIN 04-2647786 | Actuarial | $271,054 |
DRINKER BIDDLE & REATH LLP2+ years Filed as: DRINKER BIDDLE REATH Service code 29 333 S. GRAND AVE., STE 1650 · LOS ANGELES, CA 90071 | Legal | $55,719 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $41,510 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565595 | Accounting | $34,138 |
WELLINGTON TRUST COMPANY1 year Service code 27 · EIN 04-2755549 | Advisory (Plan) | $26,862 |
Filed as: JEFFREY SLOCUM ASSOCIATES Service code 17 43 MAIN ST. SE, STE 148 · MINNEAPOLIS, MN 55414 | Pension Consulting | $15,865 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP Service code 17 · EIN 04-3831795 | Pension Consulting | $5,382 |
Annual investment return 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 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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 1.22% | 5.09%-3.9pp | 5.00%-3.8pp | 7.18%-6.0pp |
| Employer contribution / active EE | $6,854 | $7,393-7.3% | $35,918-80.9% | $13,095-47.7% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |