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.
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 |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $2,644,472 |
NORTHERN TRUST COMPANY2+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $1,045,189 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $721,923 |
CAUSEWAY CAPITAL MANAGEMENT LLC2+ years Service code 28 · EIN 95-4861680 | Investment Management | $663,804 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY PRIME PROPERTY Service code 28 · EIN 13-0057834 | Investment Management | $590,959 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 95-6281833 | Investment Management | $530,778 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $433,781 |
DOUBLELINE CAPITAL LP2+ years Service code 28 · EIN 30-0596331 | Investment Management | $400,005 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $352,350 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $155,244 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $57,821-100.0% | $151,941-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 10.6%-10.6pp | 5.5%-5.5pp |
| Annual return | 14.47% | 5.86%+8.6pp | 5.44%+9.0pp | 5.86%+8.6pp |
| Employer contribution / active EE | $6,899 | $10,137-31.9% | $25,481-72.9% | $10,137-31.9% |
| Participant deferral / active EE | $0 | $492-100.0% | $65-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $11,765-100.0% | $387-100.0% |