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: FIDELITY INVESTMENT Service code 15 · EIN 04-2647786 | Recordkeeping | $825,990 |
GOLDMAN SACHS2+ years Service code 50 · EIN 13-3575636 | Direct Payment | $355,492 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $205,000 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $162,763 |
CALLAN ASSOCIATES2+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $106,659 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $63,264 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 25 · EIN 13-5160382 | Directed Trustee | $50,499 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $49,350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 17.08% | 15.82%+1.3pp | 16.78%+0.3pp | 17.84%-0.8pp |
| Employer contribution / active EE | $29,072 | $19,885+46.2% | $26,328+10.4% | $14,688+97.9% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |