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 FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,996,624 |
Service code 28 · EIN 45-3056700 | Investment Management | $1,881,560 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,358,047 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 28 · EIN 13-3806691 | Investment Management | $1,129,983 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT TR Service code 28 · EIN 20-2159373 | Investment Management | $1,008,068 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 49 · EIN 36-2723087 | Other Services | $771,208 |
NUMERIC INVESTORS LLC3+ years Service code 28 · EIN 04-3068821 | Investment Management | $627,016 |
NTESS, LLC2 years Filed as: NTESS,LLC Service code 35 · EIN 85-0097942 | Direct payment from the plan; Employe... | $625,165 |
ARONSON & JOHNSON & ORTIZ, LP3+ years Service code 28 · EIN 23-2312104 | Investment Management | $595,797 |
DIMENSIONAL FUND ADVISORS3+ years Filed as: DIMENSIONAL FUND ADVISORS, LP Service code 28 · EIN 30-0447847 | Investment Management | $478,028 |
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 | $308,850-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 0.0%0pp |
| Annual return | 11.86% | 16.32%-4.5pp | 14.41%-2.6pp | 16.32%-4.5pp |
| Employer contribution / active EE | $20,053 | $12,766+57.1% | $45,283-55.7% | $12,766+57.1% |
| Participant deferral / active EE | $0 | $800-100.0% | $125-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $9,941-100.0% | - |