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 | $285,113 |
INVESTEC ASSET MANAGEMENT2 years Filed as: NINETY ONE Service code 28 65 EAST 55TH STREET · NEW YORK, NY 10022 | Investment Management | $140,027 |
CALLAN ASSOCIATES7+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $109,053 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS TRUMBELL FUND Service code 28 · EIN 61-1553760 | Investment Management | $107,884 |
BOSTON PARTNERS3 years Service code 28 · EIN 98-0202744 | Investment Management | $94,052 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $88,886 |
FRANKLIN TEMPLETON2 years Filed as: CLARION PARTNERS INVESTMENT MANAGEM Service code 28 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $33,044 |
MOSS ADAMS LLP7+ years Service code 10 · EIN 91-0189318 | Accounting | $22,741 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $14,729 |
PERKINS COIE, LLP3 years Filed as: PERKINS COIE Service code 16 · EIN 91-0591206 | Consulting | $11,934 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $490,804-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.7%-0.7pp |
| Annual return | 10.24% | 16.75%-6.5pp | 14.84%-4.6pp | 13.24%-3.0pp |
| Employer contribution / active EE | $7,740 | $16,291-52.5% | $37,950-79.6% | $14,616-47.0% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $127-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1-100.0% | $4,137-100.0% |