Filed January 21, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $432,745 |
ROTHSCHILD ASSET MANAGEMENT2 years Service code 28 · EIN 13-2544634 | Investment Management | $392,305 |
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES Service code 27 · EIN 36-2235791 | Advisory (Plan) | $285,385 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 21 · EIN 36-2235791 | Bank Trustee | $172,564 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $148,896 |
Filed as: CONDUENT Service code 15 · EIN 81-2983623 | Recordkeeping | $97,680 |
STATE STREET GLOBAL ADVISORS2 years Filed as: SSGA Service code 28 P.O. BOX 5488 · BOSTON, MA 02206 | Investment Management | $46,512 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LGIM Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $26,250 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $19,600 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $1,637,423-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 14.17% | 17.84%-3.7pp | 15.63%-1.5pp | 17.84%-3.7pp |
| Employer contribution / active EE | $2,798 | $14,688-81.0% | $56,677-95.1% | $14,688-81.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $93-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |