Filed April 24, 2017
Total covered: 354 employees
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $500,077 |
Service code 37 · EIN 04-2647786 | Loan Processing | $225,563 |
BLACK & PINCKARD LLC6+ years Filed as: BLACK ROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 94-3112180 | Investment Management | $203,804 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-4659714 | Investment Management | $154,143 |
NEPC, LLC6+ years Service code 16 · EIN 26-1429809 | Consulting | $149,926 |
AMERICAN FUNDS2 years Filed as: TREMBLANT CAPITAL GROUP Service code 28 · EIN 83-0349287 | Investment Management | $95,495 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $92,500 |
THE BANK OF NEW YORK MELLON6+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-1442864 | Investment Management | $62,720 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,482 | $90,672-2.4% | $125,401-29.4% | $89,433-1.1% |
| Participation rate | 92.4% | 72.3%+20.1pp | 82.4%+10.0pp | 71.3%+21.1pp |
| Annual return | -15.05% | -6.42%-8.6pp | 572.53%-587.6pp | -11.88%-3.2pp |
| Employer contribution / active EE | $2,254 | $3,032-25.6% | $4,816-53.2% | $3,021-25.4% |
| Participant deferral / active EE | $8,767 | $7,210+21.6% | $7,448+17.7% | $5,125+71.1% |
| Admin fee / account holder | $53 | $69-23.8% | $10,008-99.5% | $79-33.8% |