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 15 · EIN 04-2647786 | Recordkeeping | $780,449 |
Filed as: PYRAMIS GLOBAL ADVISORS LLC Service code 28 · EIN 20-2159373 | Investment Management | $500,647 |
GOLDMAN SACHS1+ years Service code 50 · EIN 13-3575636 | Direct Payment | $407,427 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $226,288 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $182,137 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 25 · EIN 13-5160382 | Directed Trustee | $136,687 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $132,242 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $95,610 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $89,261 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $11,613 |
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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 | $0 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 3.03% | 6.04%-3.0pp | 5.44%-2.4pp | 9.19%-6.2pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $25,481-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |