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 12 · EIN 04-3532603 | Claims processing; Direct payment fro... | $1,048,810 |
GOLDMAN SACHS5+ years Service code 28 · EIN 13-3575636 | Investment Management | $448,050 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $276,908 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE INC Service code 10 · EIN 53-0181291 | Accounting | $207,000 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $160,611 |
CALLAN ASSOCIATES5+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $127,090 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $121,833 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $94,505 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 6.60% | 24.77%-18.2pp | -2.84%+9.4pp | 12.86%-6.3pp |
| Employer contribution / active EE | $40,096 | $13,270+202.2% | $33,329+20.3% | $13,687+193.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |