Filed January 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS7+ years Service code 28 · EIN 20-2480800 | Investment Management | $366,883 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $348,525 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $251,377 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST Service code 18 · EIN 36-1561860 | Custodial (other than securities); Di... | $30,272 |
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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 | $444,552-100.0% | $490,804-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.7%-3.7pp |
| Annual return | 9.63% | 14.11%-4.5pp | 14.84%-5.2pp | 15.63%-6.0pp |
| Employer contribution / active EE | $0 | $13,673-100.0% | $37,950-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $127-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1-100.0% | $429-100.0% |