Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $13,275 |
AON CONSULTING2 years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $8,502 |
Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $7,083 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $5,922 |
Filed as: GMO EDO FUND Service code 27 · EIN 27-2982895 | Advisory (Plan) | $5,600 |
DODGE & COX3+ years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $3,173 |
MARATHON ASSET MANAGEMENT3+ years Service code 27 · EIN 95-4328983 | Advisory (Plan) | $2,678 |
NEUBERGER BERMAN1 year Service code 27 · EIN 61-1591182 | Advisory (Plan) | $1,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 10.80% | 11.14%-0.3pp | 16.78%-6.0pp | 10.41%+0.4pp |
| Employer contribution / active EE | $33,333 | $14,043+137.4% | $26,328+26.6% | $14,691+126.9% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |