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 | $270,250 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $89,909 |
WELLINGTON TRUST COMPANY4 years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $19,363 |
DRINKER BIDDLE & REATH LLP5+ years Filed as: DRINKER BIDDLE REATH Service code 29 333 S. GRAND AVE., STE 1650 · LOS ANGELES, CA 90071 | Legal | $19,114 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS CAPITIAL MANAGEMENT Service code 27 · EIN 95-3692822 | Advisory (Plan) | $18,674 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAM Service code 10 · EIN 91-0189318 | Accounting | $13,200 |
NEPC, LLC2 years Service code 17 · EIN 26-1429809 | Pension Consulting | $7,252 |
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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 14.35% | 15.61%-1.3pp | 20.73%-6.4pp | 53.27%-38.9pp |
| Employer contribution / active EE | $11,086 | $10,773+2.9% | $36,503-69.6% | $14,774-25.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |