Filed September 13, 2017
Total covered: 78 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 50 335 MADISON AVE · NEW YORK, NY 10017 | Direct Payment | $530,564 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 18 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Direct payment from the plan; Consult... | $451,710 |
JANUS HENDERSON1 year Filed as: HENDERSON GLOBAL INVESTORS Service code 28 737 N MICHIGAN AVE #1700 · CHICAGO, IL 60611 | Investment Management | $257,331 |
FISHER INVESTMENTS1 year Service code 28 13100 SKYLINE BLVD · WOODSIDE, CA 94062 | Investment Management | $235,937 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR INVESTMENTS Service code 28 · EIN 84-0643524 | Investment Management | $234,185 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP Service code 28 333 S. HOPE STREET, 53RD FLOOR · LOS ANGELES, CA 90071 | Investment Management | $227,179 |
BLACKROCK1 year Filed as: BLACKROCK INVESTMENT MANAGEMENT LLC Service code 28 PO BOX 1305 · CHARLOTTE, NC 282011305 | Investment Management | $226,843 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 880 CARILLON PARKWAY ST · ST. PETERSBURG, FL 33716 | Investment Management | $224,444 |
Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 499 PARK AVE #17 · NEW YORK, NY 10022 | Investment Management | $215,836 |
Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 10-4324742 | Investment Management | $195,133 |
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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 20.08% | 17.95%+2.1pp | 13.45%+6.6pp | 21.83%-1.8pp |
| Employer contribution / active EE | $27,220 | $16,835+61.7% | $26,057+4.5% | $12,237+122.4% |
| Participant deferral / active EE | $0 | $317-100.0% | $181-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |