Filed August 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $737,652 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $676,085 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7045783 | Investment Management | $260,344 |
MERCER3 years Filed as: MERCER(US),INC. Service code 11 · EIN 13-2834414 | Actuarial | $129,996 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $123,011 |
Filed as: AETNA INC. Service code 13 · EIN 06-6033492 | Contract Administrator | $120,000 |
THE KARRAS COMPANY4+ years Service code 16 · EIN 87-0574051 | Consulting | $59,244 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $9,301 |
BULLARD LAW2 years Service code 29 · EIN 93-0693273 | Legal | $368 |
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -1.96% | -0.94%-1.0pp | -2.18%+0.2pp | 33.37%-35.3pp |
| Employer contribution / active EE | $0 | $12,464-100.0% | $38,751-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |