Filed October 21, 2015 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $759,177 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $330,024 |
CORNERSTONE ADVISORS ASSET MGMT1+ years Filed as: CORNERSTONE REAL ESTATE Service code 28 · EIN 55-0878489 | Investment Management | $275,769 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Service code 28 · EIN 95-2705767 | Investment Management | $266,362 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON BANK Service code 21 · EIN 25-0659306 | Bank Trustee | $216,269 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING,IN Service code 17 · EIN 36-3109431 | Pension Consulting | $97,654 |
HEITMAN REAL ESTATE SECURITIES1+ years Filed as: HEITMAN LLC Service code 28 · EIN 36-4265577 | Investment Management | $21,085 |
FRANCE, ANDERSON, BASILE & CO1+ years Service code 10 · EIN 23-2745511 | Accounting | $18,175 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 7.17% | 9.41%-2.2pp | 5.00%+2.2pp | 9.19%-2.0pp |
| Employer contribution / active EE | $6,650 | $8,353-20.4% | $35,918-81.5% | $12,608-47.3% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |