Filed January 21, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $500,147 |
Filed as: INSTITUTIONAL CAPITAL Service code 28 · EIN 36-2797034 | Investment Management | $345,649 |
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTSCHILD ASSET MANAGEMENT Service code 28 · EIN 13-2544634 | Investment Management | $287,793 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 27 · EIN 36-2235791 | Advisory (Plan) | $274,623 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 21 · EIN 13-4994650 | Bank Trustee | $176,166 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $160,965 |
XEROX CORPORATION1+ years Filed as: ACS HR SOLUTIONS Service code 15 · EIN 20-2185976 | Recordkeeping | $126,270 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $19,000 |
Filed as: GMO Service code 28 · EIN 20-4870501 | Investment Management | $15,182 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $177,167-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 0.0%0pp |
| Annual return | -0.40% | -1.94%+1.5pp | -2.52%+2.1pp | 1.67%-2.1pp |
| Employer contribution / active EE | $10,463 | $10,838-3.5% | $82,375-87.3% | $10,506-0.4% |
| Participant deferral / active EE | $0 | $627-100.0% | $201-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $1,917-100.0% | $66,276-100.0% |