Filed December 12, 2014 (most recent of 2 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY Service code 11 · EIN 04-6568107 | Actuarial | $389,243 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $134,252 |
CALLAN ASSOCIATES10+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $107,897 |
RET. COMM. ALYESKA PIPELINE SVS CO10+ years Service code 16 · EIN 92-0039154 | Consulting | $34,208 |
MOSS ADAMS LLP10+ years Service code 50 · EIN 91-0189318 | Direct Payment | $26,375 |
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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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 6.08% | 8.51%-2.4pp | 10.52%-4.4pp | 8.76%-2.7pp |
| Employer contribution / active EE | $6,110 | $16,216-62.3% | $26,749-77.2% | $16,650-63.3% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |