Filed December 8, 2021
Total covered: 552 employees
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,150,440 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $917,936 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT Service code 27 · EIN 04-2683227 | Advisory (Plan) | $817,251 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 15 · EIN 36-1561860 | Recordkeeping | $707,115 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 17 · EIN 94-3112180 | Pension Consulting | $643,363 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY ASSET MANAGEMENT Service code 27 · EIN 13-0057834 | Advisory (Plan) | $637,256 |
LEGAL & GENERAL INVESTMENT2 years Service code 27 · EIN 20-8058531 | Advisory (Plan) | $488,845 |
XEROX CORPORATION3+ years Filed as: XEROX CORP Service code 12 · EIN 16-0468020 | Claims processing; Direct payment fro... | $473,879 |
SCHRODER INVESTMENT MANAGEMENT3+ years Filed as: SCHRODERS Service code 27 · EIN 13-4064414 | Advisory (Plan) | $459,376 |
LOGAN CIRCLE PARTNERS, LP2 years Filed as: LOGAN CIRCLE Service code 27 · EIN 20-8262386 | Advisory (Plan) | $432,676 |
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.
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 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 11.74% | 16.32%-4.6pp | 10.53%+1.2pp | 16.32%-4.6pp |
| Employer contribution / active EE | $9,637 | $12,766-24.5% | $29,360-67.2% | $12,766-24.5% |
| Participant deferral / active EE | $0 | $800-100.0% | $54-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |