Filed August 8, 2019 (most recent of 10 filings on file)
Total covered: 65 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPS.INC. Service code 11 · EIN 04-2647786 | Actuarial | $1,089,342 |
DRINKER BIDDLE & REATH LLP6+ years Filed as: DRINKER BIDDLE REATH Service code 29 33 S. GRAND AVE, STE 1650 · LOS ANGELES, CA 90071 | Legal | $57,972 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $48,826 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL FUND Service code 28 · EIN 36-7085469 | Investment Management | $41,891 |
MOSS ADAMS LLP4 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $13,700 |
WELLINGTON TRUST COMPANY5 years Service code 28 · EIN 04-2755549 | Investment Management | $6,642 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $224,072-100.0% | $220,428-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 49.1%-49.1pp | 43.5%-43.5pp | 43.1%-43.1pp |
| Annual return | 4.44% | 99.74%-95.3pp | 90.61%-86.2pp | 259.19%-254.7pp |
| Employer contribution / active EE | $0 | $35,080-100.0% | $32,730-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,502-100.0% |