Filed September 4, 2015 (most recent of 4 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $749,518 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET CAPITAL LP Service code 28 · EIN 04-3472863 | Investment Management | $256,533 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $216,103 |
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $187,589 |
Service code 28 · EIN 95-2705767 | Investment Management | $174,323 |
AMERICAN FUNDS1 year Filed as: CAPITAL INTERNATIONAL INC Service code 99 · EIN 95-4154361 | Other Fees | $98,716 |
CALLAN ASSOCIATES1 year Filed as: CALLAN LLC Service code 16 · EIN 94-2192581 | Consulting | $63,903 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $27,200 |
Filed as: STATE STREET RESEARCH & MGT CO Service code 28 · EIN 13-3142135 | Investment Management | $12,539 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $94,563-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 39.74% | 1023.85%-984.1pp | 16.32%+23.4pp | 1023.85%-984.1pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $31,806-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $211-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |