Filed August 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $714,225 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $517,429 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2767481 | Investment Management | $496,639 |
MERCER4 years Filed as: MERCER(US),INC. Service code 11 · EIN 13-2834414 | Actuarial | $141,691 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7045783 | Investment Management | $115,289 |
THE BANK OF NEW YORK MELLON5+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $98,119 |
THE KARRAS COMPANY5+ years Service code 11 · EIN 87-0574051 | Actuarial | $60,790 |
AETNA LIFE INSURANCE COMPANY2 years Filed as: AETNA INC. Service code 13 · EIN 06-6033492 | Contract Administrator | $16,663 |
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 36.54% | 14.29%+22.2pp | 14.64%+21.9pp | 21.83%+14.7pp |
| Employer contribution / active EE | $0 | $12,083-100.0% | $41,831-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |