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 | $326,022 |
DRINKER BIDDLE & REATH LLP3+ years Filed as: DRINKER BIDDLE REATH Service code 29 33 S. GRAND AVE, STE 1650 · LOS ANGELES, CA 90071 | Legal | $53,239 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $42,972 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $30,855 |
BANNER HEALTH1 year Service code 14 · EIN 45-0233470 | Plan Administrator | $16,568 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $12,850 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $9,519 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC Service code 27 · EIN 04-3831795 | Advisory (Plan) | $8,548 |
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 11.20% | 12.40%-1.2pp | 10.16%+1.0pp | 23.90%-12.7pp |
| Employer contribution / active EE | $2,645 | $8,748-69.8% | $33,192-92.0% | $16,539-84.0% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |