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 | $593,658 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS TRUMBELL FUND Service code 28 · EIN 61-1553760 | Investment Management | $137,924 |
CALLAN ASSOCIATES5+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $108,506 |
BOSTON PARTNERS1 year Service code 28 · EIN 98-0202744 | Investment Management | $92,030 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $83,743 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $24,300 |
PERKINS COIE, LLP1 year Filed as: PERKINS COIE Service code 16 · EIN 91-0591206 | Consulting | $21,536 |
Service code 49 · EIN 92-0039154 | Other Services | $15,365 |
Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $8,690 |
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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 14.77% | 20.24%-5.5pp | 16.32%-1.5pp | 53.27%-38.5pp |
| Employer contribution / active EE | $24,892 | $14,384+73.1% | $31,806-21.7% | $14,774+68.5% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |