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 | $450,339 |
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $51,197 |
WELLINGTON TRUST COMPANY5 years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $43,637 |
DRINKER BIDDLE & REATH LLP6+ years Filed as: DRINKER BIDDLE REATH Service code 29 333 S. GRAND AVE., STE 1650 · LOS ANGELES, CA 90071 | Legal | $40,243 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS CAPITIAL MANAGEMENT Service code 27 · EIN 95-3692822 | Advisory (Plan) | $25,710 |
MOSS ADAMS LLP4 years Filed as: MOSS ADAM Service code 10 · EIN 91-0189318 | Accounting | $13,700 |
NEPC, LLC3 years Service code 17 · EIN 26-1429809 | Pension Consulting | $7,850 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 8.50% | 10.64%-2.1pp | 90.61%-82.1pp | 11.45%-3.0pp |
| Employer contribution / active EE | $15,273 | $11,339+34.7% | $32,730-53.3% | $17,219-11.3% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |