Filed January 29, 2014
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,298,452 |
THE BANK OF NEW YORK MELLON3 years Service code 19 · EIN 13-5160382 | Securities Custodian | $1,463,186 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $1,136,172 |
Filed as: BARROW, HANLEY, MEWHINNEY Service code 28 · EIN 04-2645485 | Investment Management | $1,068,757 |
NISA INVESTMENT ADVISORS, LLC6+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $969,676 |
MERCER3 years Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $648,150 |
Filed as: THE SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7045783 | Investment Management | $553,170 |
DIAMOND HILL3 years Filed as: DIAMOND HILL CAPITAL MGMT Service code 28 · EIN 65-0190407 | Investment Management | $277,183 |
WALTER SCOTT & PARTNERS LIMITED6+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 19 · EIN 76-6192146 | Securities Custodian | $261,835 |
NEPC, LLC1 year Service code 28 · EIN 26-1429809 | Investment Management | $199,898 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 2.83% | 8.85%-6.0pp | 9.17%-6.3pp | 8.85%-6.0pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $40,523-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $42-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |