Filed January 23, 2017 (most recent of 4 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 |
|---|---|---|
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,154,324 |
Service code 28 · EIN 48-1140940 | Investment Management | $811,860 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 13-5160382 | Trustee (directed); Custodial (other ... | $804,970 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $594,013 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $517,217 |
SHENKMAN CAPITAL MANAGEMENT10+ years Filed as: SHENKMAN CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-3280631 | Investment Management | $348,493 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $122,076 |
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Employer contribution per participant 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 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 4.61% | 8.48%-3.9pp | 148.65%-144.0pp | 8.48%-3.9pp |
| Employer contribution / active EE | $12 | $9,949-99.9% | $26,844-100.0% | $9,949-99.9% |
| Participant deferral / active EE | $0 | $734-100.0% | $63-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |