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: FMR LLC Service code 12 · EIN 04-3532603 | Recordkeeping and information managem... | $202,206 |
GOLDMAN SACHS6+ years Service code 28 · EIN 13-3575636 | Investment Management | $129,445 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $81,191 |
THE BANK OF NEW YORK MELLON4 years Service code 21 · EIN 13-5160382 | Bank Trustee | $71,251 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $47,645 |
CALLAN ASSOCIATES6+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $27,787 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $20,127 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: SSGA GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $10,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,885 | $185,342+10.5% | $111,319+84.1% | $86,828+136.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 20.33% | 500.80%-480.5pp | 54.68%-34.3pp | 97.95%-77.6pp |
| Employer contribution / active EE | $0 | $2,246-100.0% | $2,732-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $454 | $255+77.7% | $7,966-94.3% | $170+167.6% |