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 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 |
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 | 78.62%-69.6pp | 9.11%-0.1pp |
| Employer contribution / active EE | $0 | $13,162-100.0% | $31,646-100.0% | $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% |