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 |
|---|---|---|
GROOM LAW GROUP6+ years Service code 29 · EIN 52-1219029 | Legal | $881,657 |
HEWITT ASSOCIATES LLC6+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $867,543 |
CAUSEWAY CAPITAL MANAGEMENT LLC6+ years Service code 28 · EIN 95-4861680 | Investment Management | $464,467 |
NORTHERN TRUST COMPANY6+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $411,217 |
WELLINGTON TRUST COMPANY4 years Service code 28 · EIN 04-2755549 | Investment Management | $283,768 |
Service code 28 · EIN 52-2345054 | Investment Management | $224,994 |
JANUS HENDERSON5 years Filed as: HENDERSON GLOBAL INVESTORS Service code 28 · EIN 06-1217855 | Investment Management | $194,513 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $147,725 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $146,600 |
RVK, INC.6+ years Filed as: RV KUHNS & ASSOCIATES Service code 16 · EIN 93-0910652 | Consulting | $117,785 |
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 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 10.95% | 24.77%-13.8pp | -2.84%+13.8pp | 12.86%-1.9pp |
| Employer contribution / active EE | $0 | $13,270-100.0% | $33,329-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |