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 |
|---|---|---|
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 14 · EIN 36-2723087 | Plan Administrator | $457,160 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $309,946 |
ALBOURNE AMERICA LLC1 year Filed as: ALBOURNE ADVISORY FEE - PENSION Service code 27 | Advisory (Plan) | $71,625 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF AMERICA Service code 49 · EIN 94-1687665 | Other Services | $38,338 |
Filed as: JPMORGAN CHASE BANK Service code 17 383 MADISON AVENUE · NEW YORK, NY 10179 | Pension Consulting | $25,440 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN EDWARDS CONSULTANT Service code 27 3906 ELECTRIC ROAD · ROANOKE, VA 24018 | Advisory (Plan) | $20,671 |
US BANK1 year Service code 49 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Other Services | $12,000 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 49 THE TOWER AT PNC PLAZA · PITTSBURGH, PA 152222401 | Other Services | $10,109 |
GOODWIN PROCTER LLP1 year Filed as: GOODWIN PROCTER Service code 29 100 NORTHERN AVENUE · BOSTON, MA 02210 | Legal | $9,835 |
USI CONSULTING GROUP2 years Service code 17 · EIN 06-1053228 | Pension Consulting | $8,174 |
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Employer contribution per participant 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 | $1,469,698-100.0% | $2,278,297-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | -10.85% | 7.68%-18.5pp | 111.29%-122.1pp | 7.68%-18.5pp |
| Employer contribution / active EE | $2,332 | $9,142-74.5% | $46,003-94.9% | $9,142-74.5% |
| Participant deferral / active EE | $0 | $462-100.0% | $62-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $0 | $19,323-100.0% |