Filed November 8, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PYRAMIS GLOBAL ADVISORS LLC Service code 28 · EIN 20-2159373 | Investment Management | $164,453 |
GOLDMAN SACHS1+ years Service code 28 · EIN 13-3575636 | Investment Management | $151,907 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $150,300 |
Filed as: FIDELITY INVESTMENT Service code 28 · EIN 04-2647786 | Investment Management | $124,606 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $59,761 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 25 · EIN 13-5160382 | Directed Trustee | $53,235 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $31,350 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $29,716 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: SSGA GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $8,526 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,486 | $63,905+133.9% | $74,184+101.5% | $57,661+159.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 1.74% | 60.60%-58.9pp | 17.74%-16.0pp | 5.13%-3.4pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $422 | $91+363.5% | $5,586-92.4% | $95+346.5% |