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 |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,889,309 |
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING,IN Service code 17 · EIN 36-3109431 | Pension Consulting | $517,469 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON BANK Service code 21 · EIN 25-0659306 | Bank Trustee | $324,477 |
CORNERSTONE ADVISORS ASSET MGMT4+ years Filed as: CORNERSTONE REAL ESTATE Service code 28 · EIN 55-0878489 | Investment Management | $322,938 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $250,181 |
TWC FUNDS1 year Filed as: TWC Service code 28 · EIN 36-4263867 | Investment Management | $206,902 |
Filed as: PRUDENTIAL Service code 28 · EIN 46-1242933 | Investment Management | $172,600 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $56,938 |
Annual investment return 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 | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 6.31% | 1023.85%-1017.5pp | 20.73%-14.4pp | 1023.85%-1017.5pp |
| Employer contribution / active EE | $11,061 | $11,605-4.7% | $36,503-69.7% | $11,605-4.7% |
| Participant deferral / active EE | $0 | $275-100.0% | $77-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $7,495-100.0% | - |