Filed September 13, 2017
Total covered: 78 employees
| Provider | Service type | Compensation |
|---|---|---|
MAA1 year Service code 28 · EIN 46-3248684 101 HUDSON ST. · JERSEY CITY, NJ 07302 | Investment Management | $491,906 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 18 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Direct payment from the plan; Custodi... | $382,163 |
BLACKROCK2 years Filed as: BLACKROCK INVESTMENT MANAGEMENT LLC Service code 28 PO BOX 1305 · CHARLOTTE, NC 282011305 | Investment Management | $254,444 |
Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 499 PARK AVE #17 · NEW YORK, NY 10022 | Investment Management | $218,024 |
US BANK3 years Service code 19 · EIN 31-0841368 | Securities Custodian | $190,768 |
TSW2 years Service code 28 6641 WEST BROAD STREET · RICHMOND, VA 23230 | Investment Management | $162,156 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 50 335 MADISON AVE · NEW YORK, NY 10017 | Direct Payment | $151,370 |
Filed as: MERRILL LYNCH Service code 17 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Pension Consulting | $145,984 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 84-6391546 | Investment Management | $142,527 |
WEDGE CAPITAL MANAGEMENT2 years Service code 28 301 SOUTH COLLEGE ST, SUITE 2920 · CHARLOTTE, NC 28202 | Investment Management | $132,519 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,822,362-100.0% | $733,756-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.6%-0.6pp |
| Annual return | 15.55% | 14.11%+1.4pp | 8.35%+7.2pp | 11.45%+4.1pp |
| Employer contribution / active EE | $24 | $29,055-99.9% | $27,010-99.9% | $17,219-99.9% |
| Participant deferral / active EE | $0 | $297-100.0% | $180-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,421-100.0% | $15,480-100.0% |