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.
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $838,089 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $601,578 |
CALLAN ASSOCIATES3+ years Filed as: NWQ INVESTMENT MGMT COMPANY LLC Service code 28 · EIN 47-0875103 | Investment Management | $595,476 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $426,109 |
AON CONSULTING2 years Filed as: AON HEWITT CONSULTING INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $421,906 |
SHENKMAN CAPITAL MANAGEMENT3+ years Filed as: SHENKMAN CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-3280631 | Investment Management | $331,216 |
BLACKROCK3+ years Filed as: BLACKROCK, INC. Service code 28 · EIN 94-3112180 | Investment Management | $162,342 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-1442864 | Investment Management | $128,154 |
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 | $14,491,905-100.0% | $158,640-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 22.2%-22.2pp | 5.3%-5.3pp |
| Annual return | 13.42% | 1057.21%-1043.8pp | 10.66%+2.8pp | 1057.21%-1043.8pp |
| Employer contribution / active EE | $6,308 | $14,374-56.1% | $30,880-79.6% | $14,374-56.1% |
| Participant deferral / active EE | $0 | $351-100.0% | $65-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $1,478-100.0% | $81,210-100.0% |