Filed August 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $683,589 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $496,452 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7045783 | Investment Management | $249,961 |
MERCER2 years Filed as: MERCER(US),INC. Service code 11 · EIN 13-2834414 | Actuarial | $144,483 |
AETNA LIFE INSURANCE COMPANY3+ years Filed as: AETNA INC Service code 13 · EIN 06-6033492 | Contract Administrator | $120,000 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $105,570 |
MILLER & CHEVALIER1 year Filed as: MILLER AND CHEVALIER Service code 29 · EIN 52-1212890 | Legal | $91,493 |
THE KARRAS COMPANY3+ years Service code 16 · EIN 87-0574051 | Consulting | $63,587 |
BULLARD LAW1 year Service code 29 · EIN 93-0693273 | Legal | $12,689 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $12,498 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 9.04% | 12.92%-3.9pp | 10.36%-1.3pp | 17.84%-8.8pp |
| Employer contribution / active EE | $0 | $14,070-100.0% | $37,738-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |