Filed May 2, 2016 (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.
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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT2 years Service code 28 · EIN 47-3503928 | Investment Management | $296,161 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4370632 | Investment Management | $155,333 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCES Service code 11 · EIN 01-0233346 | Actuarial | $128,811 |
Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5130382 | Bank Trustee | $48,930 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $39,550 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSON, PC Service code 29 · EIN 94-2602731 | Legal | $5,707 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $2,822,362-100.0% | $319,634-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.6%-0.6pp |
| Annual return | 16.73% | 8.57%+8.2pp | 175.18%-158.5pp | 11.45%+5.3pp |
| Employer contribution / active EE | $0 | $13,016-100.0% | $38,590-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,298-100.0% | $15,480-100.0% |