Filed August 20, 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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $125,432 |
FINDLEY5+ years Filed as: FINDLEY DAVIES, INC. Service code 17 · EIN 34-1213174 | Pension Consulting | $82,169 |
PGIM INVESTMENTS4 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $80,753 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $77,948 |
NEPC, LLC4 years Service code 16 · EIN 26-1429809 | Consulting | $56,297 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $45,058 |
BAILLIE GIFFORD OVERSEAS LTD4 years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $43,975 |
WELLINGTON TRUST COMPANY3 years Service code 21 · EIN 04-2755549 | Bank Trustee | $40,818 |
MARATHON ASSET MANAGEMENT4 years Filed as: MARATHON LONDON Service code 21 · EIN 22-3321401 | Bank Trustee | $40,565 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $40,003 |
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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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 14.67% | 13.15%+1.5pp | -2.84%+17.5pp | 11.45%+3.2pp |
| Employer contribution / active EE | $0 | $23,714-100.0% | $33,329-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |