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: FMR LLC Service code 28 · EIN 04-3532603 | Investment Management | $260,966 |
GOLDMAN SACHS3+ years Service code 28 · EIN 13-3575636 | Investment Management | $133,114 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $105,871 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $54,734 |
CALLAN LLC3+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $46,625 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $30,158 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $19,845 |
Filed as: MELLON CAPITAL MANAGEMENT Service code 25 · EIN 25-1442864 | Directed Trustee | $12,550 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: SSGA GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $10,527 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,268 | $65,118+149.2% | $76,768+111.4% | $55,725+191.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -2.49% | -1.27%-1.2pp | 2.43%-4.9pp | 244.93%-247.4pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $408 | $116+252.5% | $6,675-93.9% | $115+254.6% |