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) | $1,709,590 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $918,063 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 15 · EIN 36-1561860 | Recordkeeping | $860,720 |
CONDUENT HR CONSULTING, LLC1+ years Filed as: CONDUENT HR SERVICES Service code 12 · EIN 32-0293031 | Direct payment from the plan; Partici... | $819,018 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $692,154 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $577,664 |
LEGAL & GENERAL INVESTMENT1+ years Service code 28 · EIN 20-8058531 | Investment Management | $494,362 |
LOGAN CIRCLE PARTNERS, LP1+ years Filed as: LOGAN CIRCLE Service code 28 · EIN 20-8262386 | Investment Management | $493,242 |
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $338,129 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY ASSET MANAGEMENT Service code 28 · EIN 13-0057834 | Investment Management | $336,574 |
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.
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 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 983176.27% | 5230.06%+977946.2pp | 793.01%+982383.3pp | 5230.06%+977946.2pp |
| Employer contribution / active EE | $0 | $10,491-100.0% | $27,004-100.0% | $10,491-100.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $154-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |