Filed January 30, 2019 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $292,577 |
BARTLIT BECK LLP2 years Service code 29 · EIN 36-3909157 | Legal | $281,160 |
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $62,500 |
Filed as: CRAVATH SWAINE & MOORE Service code 27 · EIN 13-5015405 | Advisory (Plan) | $51,188 |
Filed as: CAPITAL MARKET RISK ADVISORS, INC. Service code 29 · EIN 47-4660619 | Legal | $47,303 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $44,763 |
Filed as: NOMURA CORPORATION Service code 28 · EIN 13-3607885 | Investment Management | $44,222 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $27,932 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $23,051 |
BLACKROCK2 years Service code 28 · EIN 94-3112180 | Investment Management | $22,928 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 5.25% | 11.84%-6.6pp | 8.95%-3.7pp | 13.24%-8.0pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |