Filed April 27, 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 |
|---|---|---|
PIMCO FUNDS9 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,571,580 |
NTESS, LLC7 years Service code 35 · EIN 85-0097942 | Direct payment from the plan; Employe... | $1,502,683 |
NORTHERN TRUST COMPANY8 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $1,212,990 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $959,861 |
SILCHESTER INTERNATIONAL INVESTORS10+ years Service code 28 · EIN 45-3056700 | Investment Management | $933,101 |
Filed as: NISA INVESTMENT ADVISOR LLC Service code 28 · EIN 48-1140940 | Investment Management | $911,551 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 28 · EIN 20-2159373 | Investment Management | $742,860 |
NUMERIC INVESTORS LLC7 years Filed as: NUMERIC INVESTORS, LLC Service code 28 · EIN 04-3068821 | Investment Management | $265,993 |
AON CONSULTING8 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 11 · EIN 36-2235791 | Actuarial | $126,000 |
STATE STREET GLOBAL ADVISORS10+ years Service code 18 · EIN 81-4017137 | Other fees; Custodial (other than sec... | $41,475 |
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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 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 6.11% | 9.30%-3.2pp | 8.04%-1.9pp | 9.30%-3.2pp |
| Employer contribution / active EE | $34,115 | $12,551+171.8% | $42,698-20.1% | $12,551+171.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |