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 FUNDS6 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,326,853 |
Service code 28 · EIN 95-2705767 | Investment Management | $682,081 |
MERCER6 years Service code 11 · EIN 13-2834414 | Actuarial | $570,546 |
ARROWSTREET CAPITAL6 years Filed as: ARROWSTREET CAPITAL LP Service code 28 · EIN 04-3472863 | Investment Management | $499,035 |
DODGE & COX6 years Service code 28 · EIN 94-1441976 | Investment Management | $400,857 |
NORTHERN TRUST COMPANY6 years Service code 21 · EIN 36-1561860 | Bank Trustee | $397,058 |
AMERICAN FUNDS6 years Filed as: CAPITAL INTERNATIONAL INC Service code 28 · EIN 95-4154361 | Investment Management | $360,962 |
LAZARD ASSET MANAGEMENT5 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $135,418 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET RESEARCH & MGT CO Service code 28 · EIN 13-3142135 | Investment Management | $7,950 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | -1.91% | 9.32%-11.2pp | 10.52%-12.4pp | 9.30%-11.2pp |
| Employer contribution / active EE | $0 | $14,511-100.0% | $26,749-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |