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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FMR LLC Service code 12 · EIN 04-3532603 | Investment management; Recordkeeping ... | $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 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | 12.3%-12.3pp | 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% |