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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS4 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $293,625 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $283,426 |
NEPC, LLC4 years Service code 17 · EIN 26-1429809 | Pension Consulting | $204,703 |
FINDLEY5 years Filed as: FINDLEY DAVIES, INC. Service code 17 · EIN 34-1213174 | Pension Consulting | $203,628 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CP Service code 28 · EIN 33-0629048 | Investment Management | $163,835 |
BAILLIE GIFFORD OVERSEAS LTD4 years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $159,898 |
WELLINGTON TRUST COMPANY3 years Service code 16 · EIN 04-2755549 | Consulting | $148,420 |
MARATHON ASSET MANAGEMENT4 years Filed as: MARATHON LONDON Service code 21 · EIN 22-3321401 | Bank Trustee | $147,500 |
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $145,454 |
Service code 28 · EIN 04-3532603 | Investment Management | $136,040 |
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 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 14.62% | 24.77%-10.2pp | -2.84%+17.5pp | 12.86%+1.8pp |
| Employer contribution / active EE | $0 | $13,270-100.0% | $33,329-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |