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 FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $814,022 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $792,778 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Trustee (directed); Custodial (other ... | $637,242 |
CALLAN ASSOCIATES4+ years Filed as: NWQ INVESTMENT MGMT COMPANY LLC Service code 28 · EIN 47-0875103 | Investment Management | $562,298 |
AON CONSULTING3 years Filed as: AON HEWITT CONSULTING INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $510,859 |
SHENKMAN CAPITAL MANAGEMENT4+ years Filed as: SHENKMAN CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-3280631 | Investment Management | $339,929 |
BLACKROCK4+ years Filed as: BLACKROCK, INC. Service code 28 · EIN 94-3112180 | Investment Management | $177,135 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-1442864 | Investment Management | $130,345 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $192,869-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -5.75% | -1.95%-3.8pp | -0.77%-5.0pp | -1.95%-3.8pp |
| Employer contribution / active EE | $6,804 | $9,243-26.4% | $29,514-76.9% | $9,243-26.4% |
| Participant deferral / active EE | $0 | $425-100.0% | $36-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $42,257-100.0% | $62,356-100.0% |