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 |
|---|---|---|
Filed as: PYRAMIS GLOBAL ADVISORS TRUST CO Service code 28 · EIN 04-3532603 | Investment Management | $484,659 |
Filed as: FIDELITY Service code 11 · EIN 04-6568107 | Actuarial | $254,013 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS TRUMBELL FUND Service code 28 · EIN 61-1553760 | Investment Management | $175,949 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $123,243 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO Service code 28 · EIN 98-0202744 | Investment Management | $99,036 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $75,866 |
Service code 49 · EIN 92-0039154 | Other Services | $36,651 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $23,589 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Investment management; Investment man... | $12,649 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $82,591-100.0% | $253,870-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.8%-0.8pp |
| Annual return | 2.02% | -1.11%+3.1pp | -1.10%+3.1pp | -0.60%+2.6pp |
| Employer contribution / active EE | $0 | $11,820-100.0% | $27,248-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $1,534-100.0% | $105-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $702,575-100.0% | $717-100.0% |