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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT Service code 28 · EIN 04-2647786 | Investment Management | $235,964 |
GOLDMAN SACHS2+ years Service code 28 · EIN 13-3575636 | Investment Management | $170,218 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $107,153 |
CALLAN ASSOCIATES2+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $47,974 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $33,600 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $30,220 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 25 · EIN 13-5160382 | Directed Trustee | $24,204 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: SSGA GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $10,456 |
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 | $167,482 | $69,305+141.7% | $82,312+103.5% | $69,631+140.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 13.14% | 21.47%-8.3pp | 25.88%-12.7pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $403 | $97+314.9% | $5,608-92.8% | $110+265.1% |