Filed January 21, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $371,777 |
Service code 28 · EIN 13-2544634 | Investment Management | $361,391 |
Filed as: INSTITUTIONAL CAPITAL Service code 28 · EIN 36-2797034 | Investment Management | $305,514 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES Service code 27 · EIN 36-2235791 | Advisory (Plan) | $265,750 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 21 · EIN 13-4994650 | Bank Trustee | $193,078 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $129,650 |
XEROX CORPORATION1 year Filed as: XEROX HRS Service code 15 · EIN 20-2185976 | Recordkeeping | $98,230 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $8,654 |
Filed as: SSGA Service code 28 BOX 5488 · BOSTON, MA 02206 | Investment Management | $3,988 |
Filed as: LGIM Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $3,060 |
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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 | $381,942,733-100.0% | $500,101-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 12.60% | 7.66%+4.9pp | 2.08%+10.5pp | 9.19%+3.4pp |
| Employer contribution / active EE | $12,897 | $9,651+33.6% | $47,324-72.7% | $12,608+2.3% |
| Participant deferral / active EE | $0 | $422-100.0% | $78-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $1,916-100.0% | $2,655,710-100.0% |