Filed April 6, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Other f... | $533,001 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY NA Service code 50 · EIN 04-2755549 | Direct Payment | $470,010 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $381,242 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS CAPITAL MANAGEMENT Service code 50 · EIN 95-3692822 | Direct Payment | $334,052 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 16 · EIN 56-1557450 | Consulting | $310,536 |
SANDS CAPITAL MANAGEMENT, LLC3+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $307,199 |
WILLIAM BLAIR3+ years Service code 28 · EIN 27-6331814 | Investment Management | $297,341 |
NEPC, LLC3+ years Service code 16 · EIN 26-1429809 | Consulting | $272,096 |
Filed as: NISA INVESTMENT ADVISORS Service code 50 · EIN 48-1140940 | Direct Payment | $271,421 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $267,079 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 14.32% | 16.32%-2.0pp | 10.66%+3.7pp | 16.32%-2.0pp |
| Employer contribution / active EE | $14,423 | $12,766+13.0% | $30,880-53.3% | $12,766+13.0% |
| Participant deferral / active EE | $0 | $800-100.0% | $65-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |