Filed June 14, 2013 (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 FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $435,432 |
ALIGHT SOLUTIONS LLC6 years Filed as: ALIGHT SOLUTIONS Service code 11 · EIN 82-1061233 | Actuarial | $292,643 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $220,433 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $147,500 |
AON CONSULTING4 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $133,983 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 711 HIGH STREET · DES MOINES, IA 503920150 | Bank Trustee | $67,846 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $36,750 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN Service code 28 · EIN 13-6038770 | Investment Management | $23,830 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO Service code 21 · EIN 41-1592157 | Bank Trustee | $21,720 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 16 · EIN 23-0891050 | Consulting | $7,945 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $565,817-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 5.6%-5.6pp |
| Annual return | -16.32% | -15.92%-0.4pp | -8.80%-7.5pp | 39.82%-56.1pp |
| Employer contribution / active EE | $32,520 | $30,693+6.0% | $43,463-25.2% | $19,980+62.8% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $866-100.0% | $62-100.0% |