Filed October 18, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $219,715 |
NORTHERN TRUST COMPANY3+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $136,836 |
MERCER3+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $103,000 |
Filed as: BARING ASSET MANAGEMENT Service code 28 · EIN 04-2429117 | Investment Management | $91,763 |
ALSTON & BIRD LLP3+ years Service code 29 · EIN 58-0137615 | Legal | $44,190 |
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Employer contribution per participant 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 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 | $0 | $256,121-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 0.0%0pp |
| Annual return | 17.76% | 17.84%-0.1pp | 9.60%+8.2pp | 17.84%-0.1pp |
| Employer contribution / active EE | $0 | $14,688-100.0% | $45,595-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $255-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,523-100.0% | - |