Filed July 9, 2015 (most recent of 3 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 |
|---|---|---|
BCG SECURITIES1 year Filed as: BCG PENSION RISK CONSULTANTS INC Service code 49 100 GRANDVIEW ROAD · BRAINTREE, MA 02184 | Other Services | $403,256 |
Filed as: CBIZ COTTONWOOD Service code 11 · EIN 31-1582098 | Actuarial | $87,157 |
DENTONS US LLP3+ years Filed as: DENTONS Service code 17 · EIN 36-1796730 | Pension Consulting | $79,702 |
COMMERCE BANK1 year Service code 19 · EIN 48-0962626 | Securities Custodian | $48,084 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC. Service code 17 43 MAIN STREET SE · MINNEAPOLIS, MN 55414 | Pension Consulting | $16,250 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MGT COMPANY Service code 28 · EIN 33-0629048 | Investment Management | $0 |
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.
Plan reported a final filing / termination within the last year.
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 | $202,389-100.0% | $198,173-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 42.0%-42.0pp | 45.9%-45.9pp |
| Annual return | -1.19% | 9.90%-11.1pp | 10.16%-11.3pp | 10.21%-11.4pp |
| Employer contribution / active EE | $0 | $36,071-100.0% | $33,192-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |