Filed February 11, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $1,748,868 |
Filed as: HEALTH CARE SERVICE Service code 13 · EIN 36-1236610 | Contract Administrator | $943,024 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MGMT CO Service code 28 · EIN 33-0629048 | Investment Management | $738,511 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES & CO Service code 28 · EIN 04-3200030 | Investment Management | $700,659 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN Service code 28 · EIN 20-3847783 | Investment Management | $516,752 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $470,298 |
MFS INVESTMENT MANAGEMENT7+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $446,696 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $440,969 |
ARROWMARK PARTNERS2 years Filed as: ARROWMARK COLORADO Service code 28 · EIN 39-2068140 | Investment Management | $371,494 |
Filed as: PARAMETIRC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $346,752 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $444,552-100.0% | $2,286,405-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 10.5%-10.5pp | 3.7%-3.7pp |
| Annual return | 3.32% | 15.63%-12.3pp | 4.92%-1.6pp | 15.63%-12.3pp |
| Employer contribution / active EE | $2,783 | $11,476-75.7% | $39,114-92.9% | $11,476-75.7% |
| Participant deferral / active EE | $1,001 | $1,127-11.2% | $79+1173.6% | $1,127-11.2% |
| Admin fee / account holder | $0 | $429-100.0% | $0 | $429-100.0% |