Filed December 8, 2021
Total covered: 552 employees
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,324,450 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $1,194,424 |
XEROX CORPORATION1+ years Filed as: XEROX CORP Service code 12 · EIN 16-0468020 | Participant communication; Consulting... | $1,066,835 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 27 · EIN 94-3112180 | Advisory (Plan) | $881,653 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT Service code 27 · EIN 04-2683227 | Advisory (Plan) | $829,681 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY ASSET MANAGEMENT Service code 27 · EIN 13-0057834 | Advisory (Plan) | $757,590 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 15 · EIN 36-1561860 | Recordkeeping | $690,955 |
TRILOGY GLOBAL ADVISORS, LP1+ years Filed as: TRILOGY Service code 27 · EIN 20-3003629 | Advisory (Plan) | $559,798 |
SCHRODER INVESTMENT MANAGEMENT1+ years Filed as: SCHRODERS Service code 27 · EIN 13-4064414 | Advisory (Plan) | $459,088 |
SIGULER GUFF ADVISERS, LLC1+ years Filed as: SIGULER GUFF ADVISORS, LLC Service code 16 · EIN 13-3855629 | Consulting | $434,315 |
Form 5500 reported that benefits due were not provided when due.
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 | $96,302-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -0.59% | 3.11%-3.7pp | -2.90%+2.3pp | 3.11%-3.7pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $27,990-100.0% | $9,361-100.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $137-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $519-100.0% | - |