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 | $315,677 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $42,554 |
DRINKER BIDDLE & REATH LLP2+ years Filed as: DRINKER BIDDLE REATH Service code 29 33 S. GRAND AVE, STE 1650 · LOS ANGELES, CA 90071 | Legal | $41,413 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $36,138 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $26,862 |
JEFFEREY SLOCUM ASSOCIATES2+ years Service code 17 43 MAIN ST. SE, STE 148 · MINNEAPOLIS, MN 55414 | Pension Consulting | $13,037 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 1.12% | 5.09%-4.0pp | 5.00%-3.9pp | 7.18%-6.1pp |
| Employer contribution / active EE | $1,781 | $7,393-75.9% | $35,918-95.0% | $13,095-86.4% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |