Filed August 4, 2015 (most recent of 3 filings on file)
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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES4+ years Filed as: HIGHLAND ASSOCIATES Service code 17 · EIN 63-0955503 | Pension Consulting | $481,805 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $261,086 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK N.A. Service code 14 · EIN 94-1347393 | Plan Administrator | $199,300 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 49 · EIN 94-1687665 | Other Services | $31,200 |
BLOOMBERG FINANCE LP4+ years Filed as: BLOOMBERG FINANCE L.P. Service code 49 · EIN 13-3417984 | Other Services | $16,083 |
NDR ED DAVIS RESEARCH1 year Service code 49 600 BIRD BAY DRIVE WEST · VENICE, FL 34285 | Other Services | $14,340 |
ADP BROKER-DEALER1 year Filed as: AUTOMATED MAILING SYSTEMS INC Service code 49 2480 PATTERSON AVE SW · ROANOKE, VA 24016 | Other Services | $9,591 |
FINDLEY2 years Service code 17 · EIN 34-1213174 | Pension Consulting | $5,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $894,319,009-100.0% | - | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 3.07% | 24.48%-21.4pp | 12.90%-9.8pp | 24.48%-21.4pp |
| Employer contribution / active EE | $9,004 | $9,418-4.4% | $53,929-83.3% | $9,418-4.4% |
| Participant deferral / active EE | $0 | $501-100.0% | $78-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | - | $2,968,729-100.0% |