Filed February 24, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $42,340 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $34,897 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $30,038 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $28,230 |
LEGAL & GENERAL INVESTMENT5+ years Service code 28 · EIN 20-8058531 | Investment Management | $13,978 |
HYPERION BROOKFIELD5+ years Service code 28 · EIN 13-3750132 | Investment Management | $5,772 |
GRANT THORNTON LLP5+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $5,331 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 22.10% | 18.13%+4.0pp | 14.64%+7.5pp | 16.32%+5.8pp |
| Employer contribution / active EE | $11,834 | $23,138-48.9% | $41,831-71.7% | $17,007-30.4% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |