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us plan sponsor profile

May 26th, 2015
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  1. profile: {
  2. header: {
  3. attributes: [
  4. { 'key': '2905_', 'nickname': 'Total Assets'},
  5. { 'key': '2906_', 'nickname': 'Defined Benefit'},
  6. { 'key': '2985_', 'nickname': 'Defined Contribution'}
  7. ]
  8. },
  9. keyPeople: {
  10. attributes: [
  11. {'key': 'association_2246', 'plan_type': 'DB'},
  12. {'key': 'association_2271', 'plan_type': 'DC'}
  13. ]
  14. },
  15. overview:{
  16. db: {
  17. replace: [[new RegExp('% Of U\\.S\\. DB Assets Invested In', 'i'), '']],
  18. attributes: [
  19. {'key': '2906_', 'nickname': 'Total DB Assets', 'total_value': true},
  20. {'key': 'sum1_', 'nickname': 'Equity', 'sum': ['2911_', '2912_', '32195_'], 'type': 'percentage'},
  21. {'key': '2911_' }, // % domestic eq
  22. {'key': '2912_'}, // % intl eq
  23. {'key': '32195_'}, // %global eq
  24. {'key': 'sum2_', 'nickname': 'Fixed Income', 'sum': ['2913_', '2914_'], 'type': 'percentage'},
  25. {'key': '2913_', 'nickname': 'Domestic' }, // %domestic fi
  26. {'key': '2914_', 'nickname': 'International' }, // %intl fi
  27. {'key': 'sum3_', 'nickname': 'Alternatives', 'sum': ['2916_', '2917_', '24204_'], 'type': 'percentage'},
  28. {'key': '2916_', 'nickname': 'Private Equity'}, // %pe
  29. {'key': '2917_'}, // %re equity
  30. {'key': '24204_', 'nickname': 'Other'}, // %alt invest
  31. {'key': '2915_', 'nickname': 'Cash', 'sum': '2915_', 'type': 'percentage'},
  32. {'key': '2919_', 'nickname': 'Other', 'sum': '2919_', 'type': 'percentage'}
  33. ]
  34. },
  35. dcplantype: {
  36. replace: [[new RegExp('U\\.S\\. Defined Contribution', 'i'), '']],
  37. attributes: [
  38. {'key': '3000_', 'sum': '3000_'},
  39. {'key': '3001_', 'sum': '3001_'},
  40. {'key': '3002_', 'sum': '3002_'},
  41. {'key': '3003_', 'sum': '3003_'},
  42. {'key': '3004_', 'sum': '3004_'},
  43. {'key': '3005_', 'sum': '3005_'},
  44. {'key': '3006_', 'sum': '3006_'}
  45. ]
  46. },
  47. dc: {
  48. empty:'no data available',
  49. notes: [
  50. 'The plan sponsor average is calculated by dividing the sum of the years total by 5. In the event the plan sponsor has not provided information for all five years, the average will not be comparable to the universe.'
  51. ],
  52. replace: [[new RegExp('% Of U\\.S\\. DC Assets Invested In ', 'i'), '']],
  53. attributes: [
  54. {'key': '2985_', 'nickname': 'Total DC Assets', 'total_value': true},
  55. {'key': 'sum1_', 'nickname': 'Equity', 'sum': ['2988_', '2989_', '2990_'], 'type': 'percentage'},
  56. {'key': '2988_', 'type': 'percentage' },
  57. {'key': '2989_', 'type': 'percentage' },
  58. {'key': '2990_', 'type': 'percentage' },
  59. {'key': 'sum2_', 'nickname': 'Fixed Income', 'sum': ['2991_', '2992_'], 'type': 'percentage'},
  60. {'key': '2991_', 'type': 'percentage'},
  61. {'key': '2992_', 'type': 'percentage'},
  62. {'key': '2993_', 'nickname': 'Cash', 'type': 'percentage', 'sum': '2993_' },
  63. {'key': '36550_', 'nickname': 'Target Date', 'type': 'percentage', 'sum': '36550_'},
  64. {'key': '36552_', 'nickname': 'Inflation Protection', 'type': 'percentage', 'sum': '36552_'},
  65. {'key': '36554_', 'nickname': 'Annuities', 'type': 'percentage', 'sum': '36554_'},
  66. {'key': '2994_', 'nickname': 'Other Investments', 'type': 'percentage', 'sum': '2994_'}
  67. ]
  68. }
  69. },
  70. managers:{
  71. db: {
  72. heading: 'Defined Benefit',
  73. replace: [[ new RegExp('.*', 'i'), '*']],
  74. columns: [
  75. { nickname: 'Managers', pivot: true},
  76. { nickname: 'Domestic Equities' },
  77. { nickname: 'Int\'l Equities' },
  78. { nickname: 'Global Equities' },
  79. { nickname: 'Domestic Fixed' },
  80. { nickname: 'Int\'l Fixed' },
  81. { nickname: 'Real Estate' },
  82. { nickname: 'Private Equity' },
  83. { nickname: 'Hedge Fund' }
  84. ],
  85. attributes: [
  86. { key: 'association_2252', association_key: 'firm_name'},
  87. { key: 'association_2253', association_key: 'firm_name'},
  88. { key: 'association_2889', association_key: 'firm_name'},
  89. { key: 'association_2254', association_key: 'firm_name'},
  90. { key: 'association_2255', association_key: 'firm_name'},
  91. { key: 'association_2257', association_key: 'firm_name'},
  92. { key: 'association_2256', association_key: 'firm_name'},
  93. { key: 'association_2258', association_key: 'firm_name'}
  94. ]
  95. },
  96. dc: {
  97. heading: 'Defined Contribution',
  98. replace: [[ new RegExp('.*', 'i'), '*']],
  99. empty:'no data available',
  100. columns: [
  101. { nickname: 'Managers', pivot: true},
  102. { nickname: 'Domestic Equities' },
  103. { nickname: 'Int\'l Equities' },
  104. { nickname: 'Fixed Income' },
  105. { nickname: 'Stable Value' },
  106. { nickname: 'Target-Date' },
  107. { nickname: 'Other' }
  108. ],
  109. attributes: [
  110. { key: 'association_2274', association_key: 'firm_name'},
  111. { key: 'association_2275', association_key: 'firm_name'},
  112. { key: 'association_2276', association_key: 'firm_name'},
  113. { key: 'association_2277', association_key: 'firm_name'},
  114. { key: 'association_2279', association_key: 'firm_name'},
  115. { key: 'association_2280', association_key: 'firm_name'}
  116. ]
  117. }
  118. },
  119. consultants:{
  120. heading: 'Consultant Types',
  121. empty:'no data available',
  122. columns: [
  123. { nickname: 'General - DB' },
  124. { nickname: 'Private Equity - DB' },
  125. { nickname: 'Real Estate - DB' },
  126. { nickname: 'Hedge Fund - DB' },
  127. { nickname: 'Defined Contribution' }
  128. ],
  129. attributes: [
  130. { key: 'association_2247', association_key: 'firm_name'},
  131. { key: 'association_2250', association_key: 'firm_name'},
  132. { key: 'association_2248', association_key: 'firm_name'},
  133. { key: 'association_2249', association_key: 'firm_name'},
  134. { key: 'association_2272', association_key: 'firm_name'}
  135. ]
  136. },
  137. funded: {
  138. replace: [[]],
  139. empty:'no data available',
  140. attributes: [
  141. {'key': '32388_', 'total_value': true},
  142. {'key': '32389_', 'total_value': true},
  143. {'key': '32390_', 'total_value': true},
  144. {'key': '32391_', 'total_value': true, 'type': 'percentage'},
  145. {'key': '32392_', 'total_value': true, 'type': 'percentage'},
  146. {'key': '32393_', 'nickname': 'Active Particpants', 'total_value': true},
  147. {'key': '32394_', 'nickname': 'Retirees', 'total_value': true}
  148. ]
  149. },
  150. investment: {
  151. notes: [
  152. '<a target="_blank" href="//researchcenter.pionline.com/asset-owner-performance">View full P&I Investment Return tool.</a>',
  153. 'In some cases where three-year and five-year performance was not stated it was calculated from annual returns.',
  154. 'U.S. corporate performance calculation: actual investment performance for current fiscal year/((fair value of assets in current fiscal year + fair value of assets in previous fiscal year)/2)',
  155. 'Source: Annual Reports, Australian Prudential Regulation Authority (APRA) and Pensions & Investments'
  156. ],
  157. empty: 'no data available',
  158. attributes: []
  159. }
  160. }
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