Filed May 15, 2013 (most recent of 6 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 53-0181291 | Plan Administrator | $340,981 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $186,824 |
ANGELES INVESTMENT ADVISORS, LLC5+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $155,011 |
WINSTON & STRAWN LLP3 years Service code 29 · EIN 36-1975990 | Legal | $110,324 |
THE BANK OF NEW YORK MELLON5+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $60,306 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP Service code 21 · EIN 95-4154361 | Bank Trustee | $37,742 |
EIDE BAILLY LLP4 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $14,000 |
Employer contribution per participant 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 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 9.44% | 6915.14%-6905.7pp | 380.71%-371.3pp | 627.08%-617.6pp |
| Employer contribution / active EE | $3,989 | $39,618-89.9% | $45,089-91.2% | $18,824-78.8% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |