Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 83 employees
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MGMT. CO. Service code 28 · EIN 95-2632339 | Investment Management | $254,734 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL GENERAL INVEST Service code 28 · EIN 20-8058531 | Investment Management | $233,767 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $193,644 |
Filed as: BLUE CROSS AND BLUE SHIELD ASSOC Service code 14 · EIN 13-5656874 | Plan Administrator | $180,546 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $78,904 |
AON CONSULTING4 years Filed as: AON HEWITT INVEST CONSULT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $62,791 |
HYPERION BROOKFIELD4 years Filed as: HYPERION BROOKFIELD ASSET MGMT Service code 28 · EIN 13-3750132 | Investment Management | $57,623 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $38,918 |
Filed as: NOMURA COPORATE RESEARCH&ASSET MGMT Service code 28 · EIN 13-3607885 | Investment Management | $16,136 |
BLOOMBERG FINANCE LP3 years Filed as: BLOOMBERG FINANCE L.P. Service code 28 · EIN 06-1818168 | Investment Management | $8,283 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 28.60% | 14.29%+14.3pp | 14.64%+14.0pp | 21.83%+6.8pp |
| Employer contribution / active EE | $36,996 | $12,083+206.2% | $41,831-11.6% | $12,237+202.3% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |