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 LLC7+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,819,398 |
CAUSEWAY CAPITAL MANAGEMENT LLC7+ years Service code 28 · EIN 95-4861680 | Investment Management | $739,856 |
GROOM LAW GROUP7+ years Service code 29 · EIN 52-1219029 | Legal | $709,442 |
WELLINGTON TRUST COMPANY5 years Service code 28 · EIN 04-2755549 | Investment Management | $356,812 |
JANUS HENDERSON6 years Filed as: HENDERSON GLOBAL INVESTORS Service code 28 · EIN 06-1217855 | Investment Management | $330,876 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $329,276 |
WILLIAM BLAIR1 year Service code 28 180 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $295,073 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $283,143 |
Service code 28 · EIN 52-2345054 | Investment Management | $279,032 |
DOUBLELINE CAPITAL LP7+ years Service code 28 · EIN 30-0596331 | Investment Management | $224,379 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 21.03% | 9.47%+11.6pp | 7.32%+13.7pp | 15.63%+5.4pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |