Filed December 8, 2021
Total covered: 552 employees
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,886,264 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES Service code 12 · EIN 32-0293031 | Consulting (general); Participant com... | $1,007,401 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $808,639 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 17 · EIN 94-3112180 | Pension Consulting | $798,879 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 15 · EIN 36-1561860 | Recordkeeping | $770,570 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT Service code 27 · EIN 04-2683227 | Advisory (Plan) | $723,947 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY ASSET MANAGEMENT Service code 27 · EIN 13-0057834 | Advisory (Plan) | $493,607 |
LEGAL & GENERAL INVESTMENT3 years Service code 27 · EIN 20-8058531 | Advisory (Plan) | $430,433 |
LOGAN CIRCLE PARTNERS, LP3 years Filed as: LOGAN CIRCLE Service code 27 · EIN 20-8262386 | Advisory (Plan) | $380,062 |
AKSIA LLC4+ years Service code 17 · EIN 20-5385739 | Pension Consulting | $329,494 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $476,019-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -3.89% | 73.13%-77.0pp | 4.36%-8.2pp | 73.13%-77.0pp |
| Employer contribution / active EE | $0 | $8,421-100.0% | $27,383-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $293-100.0% | $75-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $14,020-100.0% | - |