Filed January 21, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT5 years Service code 28 · EIN 13-2544634 | Investment Management | $490,340 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $455,837 |
Filed as: BNY MELLON Service code 19 · EIN 25-1926855 | Securities Custodian | $224,157 |
HEWITT ASSOCIATES LLC6+ years Filed as: HEWITT ASSOCIATES Service code 27 · EIN 36-2235791 | Advisory (Plan) | $144,349 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $100,424 |
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT Service code 15 · EIN 81-2983623 | Recordkeeping | $97,680 |
BLACKROCK3 years Service code 28 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Investment Management | $53,686 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LGIM Service code 28 71 S WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $35,000 |
CLIFTONLARSONALLEN LLP6+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $22,733 |
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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 | $0 | $1,964,387-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.0%0pp |
| Annual return | 19.28% | 12.86%+6.4pp | 21681.50%-21662.2pp | 12.86%+6.4pp |
| Employer contribution / active EE | $6,000 | $13,687-56.2% | $87,430-93.1% | $13,687-56.2% |
| Participant deferral / active EE | $0 | $833-100.0% | $70-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $3,693-100.0% | - |