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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,302,685 |
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $782,568 |
Service code 28 · EIN 95-2705767 | Investment Management | $697,732 |
MERCER5 years Service code 11 · EIN 13-2834414 | Actuarial | $594,893 |
ARROWSTREET CAPITAL5 years Filed as: ARROWSTREET CAPITAL LP Service code 28 · EIN 04-3472863 | Investment Management | $445,711 |
DODGE & COX5 years Service code 28 · EIN 94-1441976 | Investment Management | $396,384 |
AMERICAN FUNDS5 years Filed as: CAPITAL INTERNATIONAL INC Service code 28 · EIN 95-4154361 | Investment Management | $354,088 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $151,515 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET RESEARCH & MGT CO Service code 28 · EIN 13-3142135 | Investment Management | $12,043 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 8.98% | 10.13%-1.1pp | 78.53%-69.5pp | 9.11%-0.1pp |
| Employer contribution / active EE | $0 | $13,162-100.0% | $31,607-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |