Filed February 21, 2019
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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $2,964,491 |
NORTHERN TRUST COMPANY1+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $1,000,992 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $656,667 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 95-6281833 | Investment Management | $634,988 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY PRIME PROPERTY Service code 28 · EIN 13-0057834 | Investment Management | $436,443 |
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 95-4861680 | Investment Management | $418,519 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $352,124 |
DOUBLELINE CAPITAL LP1+ years Service code 28 · EIN 30-0596331 | Investment Management | $327,123 |
GROOM LAW GROUP1+ years Service code 29 · EIN 52-1219029 | Legal | $206,580 |
RVK, INC.1+ years Filed as: RV KUHNS & ASSOCIATES Service code 16 · EIN 93-0910652 | Consulting | $139,555 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $522,682-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | 0.04% | 3.11%-3.1pp | -3.43%+3.5pp | 3.11%-3.1pp |
| Employer contribution / active EE | $6,354 | $9,361-32.1% | $25,607-75.2% | $9,361-32.1% |
| Participant deferral / active EE | $0 | $375-100.0% | $77-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $13,511-100.0% | - |