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 CONSULTING6 years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $1,581,104 |
Filed as: FIDELITY MGMT TRUST CO Service code 16 · EIN 04-3022712 | Consulting | $1,031,309 |
Filed as: HEALTH CARE SERVICE Service code 13 · EIN 36-1236610 | Contract Administrator | $880,872 |
Filed as: PARAMETIRC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $607,983 |
PIMCO FUNDS9+ years Filed as: PACIFIC INVESTMENT MGMT CO Service code 28 · EIN 33-0629048 | Investment Management | $513,834 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $474,031 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES & CO Service code 28 · EIN 04-3200030 | Investment Management | $410,089 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN Service code 28 · EIN 20-3847783 | Investment Management | $406,346 |
DWS FUNDS1 year Filed as: RREEF AMERICA II LP Service code 28 · EIN 92-1440977 | Investment Management | $375,323 |
LEGAL & GENERAL INVESTMENT6 years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $224,975 |
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Participant 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 | $13,363-100.0% | $2,703,652-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 7.7%-7.7pp | 2.2%-2.2pp |
| Annual return | 12.04% | 9.11%+2.9pp | 7.26%+4.8pp | 9.11%+2.9pp |
| Employer contribution / active EE | $6,089 | $12,231-50.2% | $34,949-82.6% | $12,231-50.2% |
| Participant deferral / active EE | $1,019 | $1,272-19.9% | $86+1081.1% | $1,272-19.9% |
| Admin fee / account holder | $0 | $125-100.0% | - | $125-100.0% |