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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY Service code 11 · EIN 04-6568107 | Actuarial | $633,600 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS TRUMBELL FUND Service code 28 · EIN 61-1553760 | Investment Management | $164,197 |
ROBECO INVESTMENT MANAGEMENT2+ years Filed as: ROBECO Service code 28 · EIN 98-0202744 | Investment Management | $113,039 |
CALLAN ASSOCIATES2+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $103,389 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $80,203 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $23,650 |
Service code 49 · EIN 92-0039154 | Other Services | $16,045 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Investment ma... | $10,985 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 3.71% | 4.38%-0.7pp | 4.72%-1.0pp | 7.18%-3.5pp |
| Employer contribution / active EE | $4,365 | $13,406-67.4% | $30,821-85.8% | $13,095-66.7% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |