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 FUNDS8 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,994,635 |
Service code 28 · EIN 45-3056700 | Investment Management | $1,316,924 |
NUMERIC INVESTORS LLC6 years Filed as: NUMERIC INVESTORS, LLC Service code 28 · EIN 04-3068821 | Investment Management | $1,251,469 |
NTESS, LLC6 years Service code 35 · EIN 85-0097942 | Employee (plan sponsor); Direct payme... | $1,240,875 |
Filed as: NISA INVESTMENT ADVISOR LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,195,959 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $1,171,710 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT Service code 28 · EIN 20-2159373 | Investment Management | $944,578 |
NORTHERN TRUST COMPANY7 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $878,244 |
AON CONSULTING7 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 11 · EIN 36-2235791 | Actuarial | $168,000 |
STATE STREET GLOBAL ADVISORS9+ years Service code 18 · EIN 81-4017137 | Investment management fees paid indir... | $95,713 |
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 | $13,363-100.0% | $306,246-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 62.9%-62.9pp | 2.2%-2.2pp |
| Annual return | 13.48% | 9.11%+4.4pp | 35.16%-21.7pp | 9.11%+4.4pp |
| Employer contribution / active EE | $49,654 | $12,231+306.0% | $46,401+7.0% | $12,231+306.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $72-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $4,448-100.0% | $125-100.0% |