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 |
|---|---|---|
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MGMT. CO. LLC Service code 28 · EIN 33-0629048 | Investment Management | $715,694 |
Service code 11 · EIN 13-3689044 | Actuarial | $483,682 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRST CO, NA Service code 21 · EIN 94-3112180 | Bank Trustee | $452,122 |
BALENTINE LLC3 years Filed as: BALENTINE, LLC Service code 28 · EIN 27-1403339 | Investment Management | $195,817 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $174,560 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $163,201 |
NEPC, LLC2 years Filed as: NEPC,LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $59,956 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN PC Service code 15 700 W. 47TH ST., SUITE 1100 · KANSAS CITY, MO 64112 | Recordkeeping | $20,738 |
See 1 actuary disclosure with Solo.
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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $270,125-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 1.5%-1.5pp |
| Annual return | -22.32% | -2.41%-19.9pp | -38.85%+16.5pp | 23.41%-45.7pp |
| Employer contribution / active EE | $14,591 | $7,691+89.7% | $37,752-61.3% | $12,650+15.3% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |