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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $878,525 |
AON CONSULTING4 years Filed as: AON HEWITT CONSULTING INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $466,003 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $440,286 |
SHENKMAN CAPITAL MANAGEMENT5+ years Filed as: SHENKMAN CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-3280631 | Investment Management | $436,694 |
THE BANK OF NEW YORK MELLON5+ years Service code 18 · EIN 13-5160382 | Trustee (directed); Custodial (other ... | $426,869 |
CALLAN ASSOCIATES5+ years Filed as: NWQ INVESTMENT MGMT COMPANY LLC Service code 28 · EIN 47-0875103 | Investment Management | $263,258 |
BLACKROCK5+ years Filed as: BLACKROCK, INC. Service code 28 · EIN 94-3112180 | Investment Management | $180,399 |
THE BANK OF NEW YORK MELLON5+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-1442864 | Investment Management | $136,373 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | $177,834-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 35.61% | 24.48%+11.1pp | 11.67%+23.9pp | 24.48%+11.1pp |
| Employer contribution / active EE | $7,312 | $9,418-22.4% | $28,376-74.2% | $9,418-22.4% |
| Participant deferral / active EE | $0 | $501-100.0% | $46-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $15,617-100.0% | $2,968,729-100.0% |