Filed September 28, 2016
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 |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $73,500 |
INVESCO1+ years Service code 28 · EIN 58-1707262 | Investment Management | $43,327 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $40,678 |
AON CONSULTING1+ years Filed as: AON HEWITT FINANCIAL ADVISORS LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $28,473 |
BLACKROCK1+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $11,282 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING LLC Service code 61 · EIN 13-2741729 | Finders' fees / placement fees | $916 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Securities brokerage; Finders' fees /... | $481 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,233 | $107,045+27.3% | $108,745+25.3% | $63,975+112.9% |
| Participation rate | 93.1% | 81.9%+11.1pp | 77.7%+15.4pp | 71.1%+21.9pp |
| Annual return | 0.00% | 18.14%-18.1pp | 46.22%-46.2pp | 48.65%-48.7pp |
| Employer contribution / active EE | $3,171 | $2,651+19.6% | $3,323-4.6% | $2,182+45.3% |
| Participant deferral / active EE | $3,393 | $4,292-20.9% | $5,121-33.7% | $3,356+1.1% |
| Admin fee / account holder | $120 | $67+79.1% | $6,144-98.0% | $70+70.8% |