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 | $315,589 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $46,176 |
WELLINGTON TRUST COMPANY2 years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $36,893 |
DRINKER BIDDLE & REATH LLP3+ years Filed as: DRINKER BIDDLE REATH Service code 29 333 S. GRAND AVE., STE 1650 · LOS ANGELES, CA 90071 | Legal | $34,989 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAM Service code 10 · EIN 91-0189318 | Accounting | $12,850 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITIAL MANAGEMENT Service code 27 · EIN 95-3692822 | Advisory (Plan) | $12,448 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP Service code 17 · EIN 04-3831795 | Pension Consulting | $11,614 |
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 11.60% | 12.40%-0.8pp | 10.16%+1.4pp | 23.90%-12.3pp |
| Employer contribution / active EE | $5,582 | $8,748-36.2% | $33,192-83.2% | $16,539-66.3% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |