Filed August 4, 2017 (most recent of 2 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 |
|---|---|---|
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $307,148 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MGMT. CO. LLC Service code 28 · EIN 33-0629048 | Investment Management | $306,877 |
BALENTINE LLC2 years Filed as: BALENTINE, LLC Service code 28 · EIN 27-1403339 | Investment Management | $267,947 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $118,342 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRST CO, NA Service code 21 · EIN 94-3112180 | Bank Trustee | $36,058 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 15 700 W. 47TH ST., SUITE 1100 · KANSAS CITY, MO 64112 | Recordkeeping | $20,085 |
NEPC, LLC1 year Filed as: NEPC,LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $18,838 |
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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 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 8.80% | 35.98%-27.2pp | 10.75%-2.0pp | 15.63%-6.8pp |
| Employer contribution / active EE | $12,428 | $8,396+48.0% | $35,170-64.7% | $11,476+8.3% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |