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 | $327,867 |
LEGAL & GENERAL INVESTMENT2 years Service code 27 · EIN 20-8058531 | Advisory (Plan) | $73,061 |
WELLINGTON TRUST COMPANY8 years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $32,404 |
NORTHERN TRUST COMPANY8 years Service code 21 · EIN 36-1561860 | Bank Trustee | $20,926 |
MOSS ADAMS LLP7 years Filed as: MOSS ADAM Service code 10 · EIN 91-0189318 | Accounting | $19,950 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS CAPITIAL MANAGEMENT Service code 27 · EIN 95-3692822 | Advisory (Plan) | $19,795 |
NEPC, LLC6 years Service code 17 · EIN 26-1429809 | Pension Consulting | $7,062 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 3.85% | 18.04%-14.2pp | 32.33%-28.5pp | 37.77%-33.9pp |
| Employer contribution / active EE | $5,900 | $10,357-43.0% | $33,964-82.6% | $15,798-62.7% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |