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 | $733,079 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS TRUMBELL FUND Service code 28 · EIN 61-1553760 | Investment Management | $111,193 |
CALLAN ASSOCIATES3+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $96,116 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $79,580 |
ROBECO INVESTMENT MANAGEMENT3+ years Filed as: ROBECO Service code 28 · EIN 98-0202744 | Investment Management | $46,707 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $24,785 |
Service code 49 · EIN 92-0039154 | Other Services | $11,092 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Investment ma... | $10,440 |
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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 10.86% | 11.16%-0.3pp | 14.20%-3.3pp | 23.90%-13.0pp |
| Employer contribution / active EE | $20,527 | $17,064+20.3% | $27,968-26.6% | $16,539+24.1% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |