Filed February 24, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $55,546 |
AON CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $49,616 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $35,528 |
LEGAL & GENERAL INVESTMENT3+ years Service code 28 · EIN 20-8058531 | Investment Management | $28,063 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $20,126 |
HYPERION BROOKFIELD3+ years Service code 28 · EIN 13-3750132 | Investment Management | $5,728 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $5,692 |
L & S VENTURES LLC1 year Filed as: L& S VENTURES Service code 17 · EIN 75-3238476 | Pension Consulting | $5,408 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 10.33% | 12.23%-1.9pp | 10.36%0pp | 13.95%-3.6pp |
| Employer contribution / active EE | $38,636 | $18,059+113.9% | $37,738+2.4% | $16,598+132.8% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |