Filed December 8, 2021
Total covered: 552 employees
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,793,316 |
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT HR SERVICES Service code 12 · EIN 32-0293031 | Consulting (general); Direct payment ... | $1,161,391 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $940,553 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 15 · EIN 36-1561860 | Recordkeeping | $763,690 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON MANAGEMENT Service code 27 · EIN 04-2683227 | Advisory (Plan) | $750,720 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 17 · EIN 94-3112180 | Pension Consulting | $647,481 |
LEGAL & GENERAL INVESTMENT4 years Service code 27 · EIN 20-8058531 | Advisory (Plan) | $507,314 |
LOGAN CIRCLE PARTNERS, LP4 years Filed as: LOGAN CIRCLE Service code 27 · EIN 20-8262386 | Advisory (Plan) | $447,991 |
AKSIA LLC5+ years Service code 17 · EIN 20-5385739 | Pension Consulting | $348,309 |
SCHRODER INVESTMENT MANAGEMENT5+ years Filed as: SCHRODERS Service code 27 · EIN 13-4064414 | Advisory (Plan) | $257,963 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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.
Plan reported a final filing / termination within the last year.
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 | $70,499-100.0% | $50,635-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 6.0%-6.0pp | 47.3%-47.3pp |
| Annual return | -92.54% | 10.98%-103.5pp | 18.06%-110.6pp | 12.16%-104.7pp |
| Employer contribution / active EE | $0 | $48,856-100.0% | $30,411-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $40-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,698-100.0% | $1,675-100.0% | $17,640-100.0% |