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 | $40,893 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $25,256 |
DRINKER BIDDLE & REATH LLP4+ years Filed as: DRINKER BIDDLE REATH Service code 29 333 S. GRAND AVE., STE 1650 · LOS ANGELES, CA 90071 | Legal | $24,859 |
WELLINGTON TRUST COMPANY3 years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $18,504 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS CAPITIAL MANAGEMENT Service code 27 · EIN 95-3692822 | Advisory (Plan) | $12,991 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAM Service code 10 · EIN 91-0189318 | Accounting | $12,850 |
NEPC, LLC1 year Service code 17 · EIN 26-1429809 | Pension Consulting | $11,295 |
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -5.88% | -2.48%-3.4pp | -102.04%+96.2pp | 0.19%-6.1pp |
| Employer contribution / active EE | $2,790 | $7,648-63.5% | $36,232-92.3% | $13,763-79.7% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |