Filed January 21, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $498,607 |
ROTHSCHILD ASSET MANAGEMENT3 years Service code 28 · EIN 13-2544634 | Investment Management | $345,097 |
HEWITT ASSOCIATES LLC4+ years Filed as: HEWITT ASSOCIATES Service code 27 · EIN 36-2235791 | Advisory (Plan) | $282,402 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 21 · EIN 36-2235791 | Bank Trustee | $180,623 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT Service code 15 · EIN 81-2983623 | Recordkeeping | $97,680 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $89,319 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LGIM Service code 28 71 S WACKER DR · CHICAO, IL 60606 | Investment Management | $35,804 |
CLIFTONLARSONALLEN LLP4+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $20,614 |
BLACKROCK1 year Service code 28 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Investment Management | $13,084 |
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Annual investment return 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 | $21,578,776-100.0% | $311,837-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -6.54% | 33.37%-39.9pp | 4677.09%-4683.6pp | 33.37%-39.9pp |
| Employer contribution / active EE | $5,840 | $11,253-48.1% | $49,501-88.2% | $11,253-48.1% |
| Participant deferral / active EE | $0 | $819-100.0% | $312-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | - | $99,113-100.0% |