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 FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $2,504,760 |
Service code 28 · EIN 45-3056700 | Investment Management | $1,677,329 |
NISA INVESTMENT ADVISORS, LLC6+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,628,234 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $1,322,746 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 28 · EIN 20-2159373 | Investment Management | $1,239,837 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST CORPORATION Service code 49 · EIN 36-2723087 | Other Services | $689,367 |
NTESS, LLC3 years Service code 35 · EIN 85-0097942 | Employee (plan sponsor); Direct payme... | $516,744 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $440,470 |
NUMERIC INVESTORS LLC3 years Filed as: NUMERIC INVESTORS, LLC Service code 28 · EIN 04-3068821 | Investment Management | $375,938 |
ARONSON & JOHNSON & ORTIZ, LP6+ years Service code 28 · EIN 23-2312104 | Investment Management | $354,891 |
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 | $305,030-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.0%0pp |
| Annual return | 14.38% | 12.86%+1.5pp | 380.71%-366.3pp | 12.86%+1.5pp |
| Employer contribution / active EE | $24,482 | $13,687+78.9% | $45,089-45.7% | $13,687+78.9% |
| Participant deferral / active EE | $0 | $833-100.0% | $272-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,800-100.0% | - |