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 | $454,694 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS TRUMBELL FUND Service code 28 · EIN 61-1553760 | Investment Management | $118,388 |
Filed as: NINETY ONE Service code 28 65 EAST 55TH STREET · NEW YORK, NY 10022 | Investment Management | $115,225 |
CALLAN ASSOCIATES6+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $108,303 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $92,181 |
BOSTON PARTNERS2 years Service code 28 · EIN 98-0202744 | Investment Management | $84,931 |
Service code 16 · EIN 92-0039154 | Consulting | $27,806 |
FRANKLIN TEMPLETON1 year Filed as: CLARION PARTNERS INVESTMENT MANAGEM Service code 28 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $23,214 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $22,600 |
PERKINS COIE, LLP2 years Filed as: PERKINS COIE Service code 16 · EIN 91-0591206 | Consulting | $16,523 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 11.13% | 15.15%-4.0pp | 10.57%+0.6pp | 11.45%-0.3pp |
| Employer contribution / active EE | $11,143 | $16,781-33.6% | $29,483-62.2% | $17,219-35.3% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |