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 | $240,954 |
CALLAN ASSOCIATES8+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $101,370 |
INVESTEC ASSET MANAGEMENT3 years Filed as: NINETY ONE Service code 28 65 EAST 55TH STREET · NEW YORK, NY 10022 | Investment Management | $100,861 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS TRUMBELL FUND Service code 28 · EIN 61-1553760 | Investment Management | $100,572 |
BOSTON PARTNERS4 years Service code 28 · EIN 98-0202744 | Investment Management | $81,790 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $47,343 |
FRANKLIN TEMPLETON3 years Filed as: CLARION PARTNERS INVESTMENT MANAGEM Service code 28 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $39,709 |
MOSS ADAMS LLP8+ years Service code 10 · EIN 91-0189318 | Accounting | $23,590 |
Service code 16 · EIN 92-0039154 | Consulting | $18,398 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $7,120 |
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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -12.46% | -4.95%-7.5pp | 22.50%-35.0pp | 2.78%-15.2pp |
| Employer contribution / active EE | $7,496 | $15,740-52.4% | $33,849-77.9% | $15,276-50.9% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |