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.
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,606,715 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET CAPITAL LP Service code 28 · EIN 04-3472863 | Investment Management | $851,086 |
Service code 28 · EIN 95-2705767 | Investment Management | $807,434 |
AMERICAN FUNDS2 years Filed as: CAPITAL INTERNATIONAL INC Service code 99 · EIN 95-4154361 | Other Fees | $533,394 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $514,416 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $445,142 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $426,914 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $81,114 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RESEARCH & MGT CO Service code 28 · EIN 13-3142135 | Investment Management | $23,437 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 10.86% | 5230.06%-5219.2pp | 10.57%+0.3pp | 5230.06%-5219.2pp |
| Employer contribution / active EE | $0 | $10,491-100.0% | $29,483-100.0% | $10,491-100.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $150-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |