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.
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC4+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $2,074,729 |
NORTHERN TRUST COMPANY4+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $1,852,866 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $847,648 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $809,360 |
CAUSEWAY CAPITAL MANAGEMENT LLC4+ years Service code 28 · EIN 95-4861680 | Investment Management | $708,080 |
Service code 28 · EIN 52-2345054 | Investment Management | $623,309 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $356,365 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $321,170 |
DOUBLELINE CAPITAL LP4+ years Service code 28 · EIN 30-0596331 | Investment Management | $266,654 |
JANUS HENDERSON3 years Filed as: HENDERSON GLOBAL INVESTORS Service code 28 · EIN 06-1217855 | Investment Management | $227,175 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $157,466-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -4.59% | 73.13%-77.7pp | 12.68%-17.3pp | 73.13%-77.7pp |
| Employer contribution / active EE | $0 | $8,421-100.0% | $22,860-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $293-100.0% | $123-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $2,825-100.0% | - |