Filed August 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $682,018 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 51 · EIN 04-2683227 | Investment Mgmt Fees | $236,963 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7045783 | Investment Management | $208,460 |
MERCER1 year Filed as: MERCER(US),INC. Service code 11 · EIN 13-2834414 | Actuarial | $142,079 |
AETNA LIFE INSURANCE COMPANY2+ years Filed as: AETNA INC Service code 13 · EIN 06-6033492 | Contract Administrator | $110,000 |
THE KARRAS COMPANY2+ years Service code 16 · EIN 87-0574051 | Consulting | $62,048 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $35,474 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-6036794 | Investment Management | $13,754 |
RVK, INC.1 year Filed as: RV KUHNS Service code 16 · EIN 93-0910652 | Consulting | $7,520 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 4.54% | 6.13%-1.6pp | 4.74%-0.2pp | 9.19%-4.7pp |
| Employer contribution / active EE | $0 | $10,206-100.0% | $36,089-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |