Filed August 11, 1992
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 |
|---|---|---|
PIMCO FUNDS2 years Filed as: PACIFIC MANAGEMENT INVESTMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $355,174 |
NORTHERN TRUST COMPANY3+ years Service code 15 · EIN 36-1561860 | Recordkeeping | $150,904 |
Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 52-1868818 | Pension Consulting | $127,845 |
WINSTON & STRAWN LLP3+ years Filed as: WINSTON & STRAWN Service code 29 · EIN 39-1975990 | Legal | $54,342 |
Service code 17 · EIN 20-5846369 | Pension Consulting | $37,500 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE & CO Service code 10 · EIN 39-0859910 | Accounting | $20,330 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $1,723,788-100.0% | $350,496-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 1.9%-1.9pp |
| Annual return | 9.26% | 11.05%-1.8pp | 12.88%-3.6pp | 23.90%-14.6pp |
| Employer contribution / active EE | $0 | $15,936-100.0% | $40,010-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $41-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,226-100.0% | $18,975-100.0% |