Filed May 19, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $790,148 |
Service code 28 · EIN 36-7045783 | Investment Management | $342,620 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 31-1299296 | Investment Management | $125,794 |
AMERICAN REALTY ADVISORS4 years Filed as: MACKAY SHIELDS CORE PLUS FIXED INCO Service code 28 · EIN 27-2851036 | Investment Management | $96,002 |
BLACKROCK5+ years Filed as: BLACKROCK GLOBAL ALLOCATION FUNDS Service code 25 · EIN 94-3112180 | Directed Trustee | $33,423 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 36-6565596 | Accounting | $25,440 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA EQUITABLE Service code 22 · EIN 13-5570651 | Insurance Broker | $24,495 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 · EIN 91-1347393 | Bank Trustee | $14,598 |
VERUS2 years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $8,333 |
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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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 14.42% | 34.64%-20.2pp | 20.73%-6.3pp | 21.83%-7.4pp |
| Employer contribution / active EE | $4,154 | $7,654-45.7% | $36,503-88.6% | $12,237-66.1% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |