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 | $430,666 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $67,918 |
Filed as: LEGAL & GENERAL FUND Service code 28 · EIN 36-7085469 | Investment Management | $47,678 |
DRINKER BIDDLE & REATH LLP5+ years Filed as: DRINKER BIDDLE REATH Service code 29 33 S. GRAND AVE, STE 1650 · LOS ANGELES, CA 90071 | Legal | $23,324 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $16,200 |
WELLINGTON TRUST COMPANY4 years Service code 28 · EIN 04-2755549 | Investment Management | $8,340 |
NEPC, LLC1 year Service code 17 · EIN 26-1429809 | Pension Consulting | $5,042 |
Employer contribution per participant 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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 13.56% | 15.61%-2.1pp | 20.73%-7.2pp | 53.27%-39.7pp |
| Employer contribution / active EE | $945 | $10,773-91.2% | $36,503-97.4% | $14,774-93.6% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |