Filed March 27, 2015 (most recent of 3 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 |
|---|---|---|
WELLINGTON TRUST COMPANY4 years Service code 28 · EIN 54-2079200 | Investment Management | $540,205 |
AON CONSULTING5 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $480,887 |
ACCUITY LLP8+ years Service code 10 · EIN 20-5325889 | Accounting | $26,073 |
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Float revenue; Trustee (bank, trust c... | $18,392 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $186,774-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 55.8%-55.8pp | 2.2%-2.2pp |
| Annual return | -2.95% | 9.11%-12.1pp | 7.78%-10.7pp | 9.11%-12.1pp |
| Employer contribution / active EE | $1,493 | $12,231-87.8% | $32,517-95.4% | $12,231-87.8% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $504-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $3,044-100.0% | $125-100.0% |