Filed October 18, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $149,533 |
Filed as: BARING ASSET MANAGEMENT Service code 28 · EIN 04-2429117 | Investment Management | $78,567 |
NORTHERN TRUST COMPANY1+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $75,295 |
MERCER1+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $24,000 |
ALSTON & BIRD LLP1+ years Service code 29 · EIN 58-0137615 | Legal | $15,665 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $186,087-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.0%0pp |
| Annual return | 0.71% | 1.67%-1.0pp | -2.13%+2.8pp | 1.67%-1.0pp |
| Employer contribution / active EE | $6,901 | $10,506-34.3% | $34,127-79.8% | $10,506-34.3% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $131-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $941-100.0% | $66,276-100.0% |