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 FUNDS6 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $2,502,266 |
Service code 28 · EIN 45-3056700 | Investment Management | $1,964,454 |
NISA INVESTMENT ADVISORS, LLC7+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,564,198 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $1,324,959 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 28 · EIN 20-2159373 | Investment Management | $1,214,046 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $758,115 |
NTESS, LLC4 years Service code 35 · EIN 85-0097942 | Direct payment from the plan; Employe... | $747,057 |
NUMERIC INVESTORS LLC4 years Filed as: NUMERIC INVESTORS, LLC Service code 28 · EIN 04-3068821 | Investment Management | $205,318 |
AON CONSULTING5 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 11 · EIN 36-2235791 | Actuarial | $168,000 |
STATE STREET GLOBAL ADVISORS7+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $103,576 |
Annual investment return 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 | $444,552-100.0% | $375,279-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 36.7%-36.7pp | 3.7%-3.7pp |
| Annual return | 3.48% | 15.63%-12.2pp | 9.78%-6.3pp | 15.63%-12.2pp |
| Employer contribution / active EE | $26,435 | $11,476+130.4% | $46,889-43.6% | $11,476+130.4% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $72-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $5,665-100.0% | $429-100.0% |