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 FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,095,805 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $696,579 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $604,065 |
SHENKMAN CAPITAL MANAGEMENT7+ years Filed as: SHENKMAN CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-3280631 | Investment Management | $534,486 |
Service code 11 · EIN 53-0181291 | Actuarial | $481,278 |
Service code 28 · EIN 48-1140940 | Investment Management | $266,584 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $148,829 |
BLACKROCK7+ years Filed as: BLACKROCK, INC. Service code 28 · EIN 94-3112180 | Investment Management | $143,725 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $161,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 0.0%0pp |
| Annual return | -1.74% | 13.51%-15.3pp | 10.41%-12.2pp | 13.51%-15.3pp |
| Employer contribution / active EE | $9 | $8,170-99.9% | $31,248-100.0% | $8,170-99.9% |
| Participant deferral / active EE | $0 | $488-100.0% | $4-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $1,130-100.0% | - |