Filed January 21, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $471,161 |
ROTHSCHILD ASSET MANAGEMENT4 years Service code 28 · EIN 13-2544634 | Investment Management | $293,196 |
HEWITT ASSOCIATES LLC5+ years Filed as: HEWITT ASSOCIATES Service code 27 · EIN 36-2235791 | Advisory (Plan) | $291,276 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $182,281 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN Service code 21 · EIN 36-2235791 | Bank Trustee | $181,849 |
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT Service code 15 · EIN 81-2983623 | Recordkeeping | $97,680 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LGIM Service code 28 71 S WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $43,254 |
BLACKROCK2 years Service code 28 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Investment Management | $29,103 |
CLIFTONLARSONALLEN LLP5+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $24,666 |
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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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 23.83% | 21.83%+2.0pp | 12.90%+10.9pp | 21.83%+2.0pp |
| Employer contribution / active EE | $5,389 | $12,237-56.0% | $53,929-90.0% | $12,237-56.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $78-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |