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 |
|---|---|---|
CALLAN ASSOCIATES1+ years Filed as: NWQ INVESTMENT MGMT COMPANY LLC Service code 28 · EIN 47-0875103 | Investment Management | $704,944 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $675,079 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 13-5160382 | Trustee (directed); Custodial (other ... | $462,568 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNISKNUPP, INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $388,476 |
BOSTON PARTNERS1+ years Filed as: THE BOSTON COMPANY ASSET MGMT LLC Service code 28 · EIN 04-3404987 | Investment Management | $348,460 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $299,997 |
SHENKMAN CAPITAL MANAGEMENT1+ years Filed as: SHENKMAN CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-3280631 | Investment Management | $217,522 |
BLACKROCK1+ years Filed as: BLACKROCK, INC. Service code 28 · EIN 94-3112180 | Investment Management | $152,933 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-1442864 | Investment Management | $114,592 |
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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 | $47,522-100.0% | $192,069-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 13.2%-13.2pp | 9.2%-9.2pp |
| Annual return | -2.55% | -0.08%-2.5pp | -0.79%-1.8pp | -0.08%-2.5pp |
| Employer contribution / active EE | $2,692 | $7,991-66.3% | $28,419-90.5% | $7,991-66.3% |
| Participant deferral / active EE | $0 | $325-100.0% | $37-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $6,324-100.0% | $275-100.0% |