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 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 |
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% |