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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $1,383,414 |
PIMCO FUNDS9+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $994,302 |
THE BANK OF NEW YORK MELLON9+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $810,793 |
Service code 28 · EIN 48-1140940 | Investment Management | $628,666 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $498,129 |
SHENKMAN CAPITAL MANAGEMENT9+ years Filed as: SHENKMAN CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-3280631 | Investment Management | $421,755 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $129,683 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $202,297-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 0.0%0pp |
| Annual return | 15.03% | 33.11%-18.1pp | 14.20%+0.8pp | 33.11%-18.1pp |
| Employer contribution / active EE | $11 | $9,000-99.9% | $29,492-100.0% | $9,000-99.9% |
| Participant deferral / active EE | $0 | $680-100.0% | $125-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $7,524-100.0% | - |