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... | $2,618,266 |
MERCER1 year Filed as: MERCER, INC Service code 16 · EIN 13-2834414 | Consulting | $513,290 |
Service code 10 · EIN 53-0181291 | Accounting | $297,400 |
GOLDMAN SACHS7+ years Service code 28 · EIN 13-3575636 | Investment Management | $257,262 |
THE BANK OF NEW YORK MELLON5 years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $157,958 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $125,154 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Investment management fees paid direc... | $104,100 |
MOSS ADAMS LLP7+ years Service code 10 · EIN 91-0189318 | Accounting | $46,000 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $41,241 |
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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -19.46% | 87.23%-106.7pp | -5.12%-14.3pp | 23.41%-42.9pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |