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 |
|---|---|---|
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $192,226 |
Filed as: FIDELITY Service code 11 · EIN 04-6568107 | Actuarial | $185,889 |
CALLAN ASSOCIATES9+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $116,857 |
Service code 16 · EIN 92-0039154 | Consulting | $30,930 |
MOSS ADAMS LLP9+ years Service code 10 · EIN 91-0189318 | Accounting | $25,642 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 7.78% | 724.96%-717.2pp | 78.62%-70.8pp | 37.77%-30.0pp |
| Employer contribution / active EE | $7,485 | $14,638-48.9% | $31,646-76.3% | $15,798-52.6% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |