Filed August 4, 2015 (most recent of 3 filings on file)
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 |
|---|---|---|
GOLDMAN SACHS2 years Service code 27 200 WEST STREET · NEW YORK, NY 10282 | Advisory (Plan) | $864,152 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 27 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $729,865 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST Service code 14 · EIN 36-2723087 | Plan Administrator | $469,987 |
DONALD TAYLOR2 years Filed as: DONALD SMITH & CO Service code 27 152 W 57TH ST · NEW YORK, NY 10019 | Advisory (Plan) | $266,894 |
ONYXPOINT2 years Service code 27 ONE WORLD TRADE CENTER · NEW YORK, NY 10007 | Advisory (Plan) | $245,521 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $154,264 |
Filed as: PARAMETRIC Service code 27 800 FIFTH AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $110,646 |
LORD ABBETT2 years Service code 27 30 HUDSON STREET · JERSEY CITY, NJ 07302 | Advisory (Plan) | $80,583 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS Service code 27 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $38,916 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN PEPPER HAMILTON Service code 29 600 PEACHTREE STREET, NE · ATLANTA, GA 30308 | Legal | $32,252 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 14.19% | 8.85%+5.3pp | 3.39%+10.8pp | 8.85%+5.3pp |
| Employer contribution / active EE | $5,588 | $8,529-34.5% | $31,780-82.4% | $8,529-34.5% |
| Participant deferral / active EE | $0 | $399-100.0% | $83-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |