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.
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,718,315 |
Service code 28 · EIN 45-3056700 | Investment Management | $1,611,110 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,362,525 |
BLACKROCK2+ years Service code 28 · EIN 94-3112180 | Investment Management | $1,148,055 |
Filed as: PYRAMIS GLOBAL ADVISORS TRUST CO Service code 28 · EIN 20-2159373 | Investment Management | $1,002,048 |
NUMERIC INVESTORS LLC2+ years Service code 28 · EIN 04-3068821 | Investment Management | $990,681 |
NORTHERN TRUST COMPANY2+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $844,867 |
NTESS, LLC1 year Filed as: NTESS,LLC Service code 35 · EIN 85-0097942 | Employee (plan sponsor); Direct payme... | $635,021 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $577,019 |
ARONSON & JOHNSON & ORTIZ, LP2+ years Service code 28 · EIN 23-2312104 | Investment Management | $558,174 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $264,156-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 45.6%-45.6pp | 5.5%-5.5pp |
| Annual return | 9.10% | 5.86%+3.2pp | 4.74%+4.4pp | 5.86%+3.2pp |
| Employer contribution / active EE | $19,049 | $10,137+87.9% | $46,220-58.8% | $10,137+87.9% |
| Participant deferral / active EE | $0 | $492-100.0% | $248-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $12,050-100.0% | $387-100.0% |