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 |
|---|---|---|
NORTHERN TRUST COMPANY5+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $1,758,507 |
HEWITT ASSOCIATES LLC5+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,749,389 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $1,061,780 |
WELLINGTON TRUST COMPANY3 years Service code 28 · EIN 04-2755549 | Investment Management | $977,846 |
CAUSEWAY CAPITAL MANAGEMENT LLC5+ years Service code 28 · EIN 95-4861680 | Investment Management | $652,463 |
Service code 28 · EIN 52-2345054 | Investment Management | $526,628 |
GROOM LAW GROUP5+ years Service code 29 · EIN 52-1219029 | Legal | $387,297 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $341,416 |
DOUBLELINE CAPITAL LP5+ years Service code 28 · EIN 30-0596331 | Investment Management | $239,428 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $234,942 |
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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 16.60% | 22.40%-5.8pp | 29.77%-13.2pp | 21.83%-5.2pp |
| Employer contribution / active EE | $30,258 | $13,519+123.8% | $33,607-10.0% | $12,237+147.3% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |