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 LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $474,301 |
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 95-4861680 | Investment Management | $15,312 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $14,079 |
Service code 28 · EIN 52-2345054 | Investment Management | $11,160 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $7,274 |
DOUBLELINE CAPITAL LP1+ years Service code 38 · EIN 30-0596331 | Participant Communication | $6,672 |
GROOM LAW GROUP1+ years Service code 29 · EIN 52-1219029 | Legal | $6,672 |
JANUS HENDERSON1+ years Filed as: HENDERSON GLOBAL INVESTORS Service code 28 · EIN 06-1217855 | Investment Management | $6,647 |
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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 14.22% | 10.60%+3.6pp | -2.84%+17.1pp | 627.08%-612.9pp |
| Employer contribution / active EE | $0 | $19,729-100.0% | $33,329-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |