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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,665,248 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $805,264 |
CALLAN ASSOCIATES2+ years Filed as: NWQ INVESTMENT MGMT COMPANY LLC Service code 28 · EIN 47-0875103 | Investment Management | $694,814 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Trustee (directed); Custodial (other ... | $589,599 |
AON CONSULTING1 year Filed as: AON HEWITT CONSULTING INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $453,604 |
SHENKMAN CAPITAL MANAGEMENT2+ years Filed as: SHENKMAN CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-3280631 | Investment Management | $288,795 |
BLACKROCK2+ years Filed as: BLACKROCK, INC. Service code 28 · EIN 94-3112180 | Investment Management | $171,739 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-1442864 | Investment Management | $114,623 |
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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 | $40,289-100.0% | $139,743-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 22.6%-22.6pp | 4.2%-4.2pp |
| Annual return | 15.61% | 10.64%+5.0pp | 4.96%+10.6pp | 10.64%+5.0pp |
| Employer contribution / active EE | $2,951 | $11,561-74.5% | $29,749-90.1% | $11,561-74.5% |
| Participant deferral / active EE | $0 | $347-100.0% | $26-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $3,369-100.0% | $312-100.0% |