Filed January 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $363,187 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST Service code 18 · EIN 36-1561860 | Custodial (other than securities); Di... | $276,982 |
FISHER INVESTMENTS8+ years Service code 28 · EIN 20-2480800 | Investment Management | $233,369 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $131,300 |
Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $55,500 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $20,570 |
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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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -2.52% | -13.54%+11.0pp | 22.50%-25.0pp | 23.41%-25.9pp |
| Employer contribution / active EE | $0 | $14,842-100.0% | $33,849-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |