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 FUNDS3 years Filed as: PACIFIC INVESTMENT MGMT. CO. LLC Service code 28 · EIN 33-0629048 | Investment Management | $556,147 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $217,108 |
Service code 11 · EIN 13-3689044 | Actuarial | $205,946 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRST CO, NA Service code 21 · EIN 94-3112180 | Bank Trustee | $179,749 |
ARTIO GLOBAL INC.5 years Service code 28 · EIN 13-3149728 | Investment Management | $165,691 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $126,890 |
BALENTINE LLC4 years Filed as: BALENTINE, LLC Service code 28 · EIN 27-1403339 | Investment Management | $107,376 |
NEPC, LLC1 year Service code 27 · EIN 26-1429809 | Advisory (Plan) | $81,741 |
Filed as: CBIZ CPAS P.C. Service code 10 700 W. 47TH ST., SUITE 1100 · KANSAS CITY, MO 64112 | Accounting | $21,000 |
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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 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 10.52% | 18.04%-7.5pp | 32.33%-21.8pp | 37.77%-27.2pp |
| Employer contribution / active EE | $15,974 | $10,357+54.2% | $33,964-53.0% | $15,798+1.1% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |