Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 83 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUE CROSS AND BLUE SHIELD ASSOC Service code 14 · EIN 13-5656874 | Plan Administrator | $192,487 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $150,297 |
Filed as: ABERDEEN ASSET MANAGEMENT, INC Service code 28 · EIN 51-0368279 | Investment Management | $112,353 |
HYPERION BROOKFIELD2 years Filed as: HYPERION BROOKFIELD ASSET MGMT Service code 28 · EIN 13-3750132 | Investment Management | $88,300 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT LLP Service code 28 · EIN 04-2683227 | Investment Management | $87,224 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $74,845 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MGMT. CO. Service code 28 · EIN 95-2632339 | Investment Management | $53,895 |
AON CONSULTING2 years Filed as: AON HEWITT INVEST CONSULT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $53,144 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $52,889 |
Filed as: NOMURA COPORATE RESEARCH&ASSET MGMT Service code 28 · EIN 13-3607885 | Investment Management | $51,972 |
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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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 19.77% | 12.92%+6.8pp | 10.36%+9.4pp | 17.84%+1.9pp |
| Employer contribution / active EE | $17,471 | $14,070+24.2% | $37,738-53.7% | $14,688+18.9% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |