Filed January 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS5+ years Service code 28 · EIN 20-2480800 | Investment Management | $294,731 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2755549 | Investment Management | $207,796 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 18 · EIN 36-1561860 | Custodial (other than securities); Di... | $79,978 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $76,839 |
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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 | $341,093,897-100.0% | $94,563-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 17.26% | 15.22%+2.0pp | 16.32%+0.9pp | 21.83%-4.6pp |
| Employer contribution / active EE | $10,071 | $15,831-36.4% | $31,806-68.3% | $12,237-17.7% |
| Participant deferral / active EE | $0 | $987-100.0% | $211-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $0 | $1,551,325-100.0% |