Filed December 8, 2021
Total covered: 552 employees
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,867,534 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $1,046,365 |
CONDUENT HR CONSULTING, LLC2+ years Filed as: CONDUENT HR SERVICES Service code 12 · EIN 32-0293031 | Consulting (general); Participant com... | $873,379 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 15 · EIN 36-1561860 | Recordkeeping | $785,613 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $746,501 |
LOGAN CIRCLE PARTNERS, LP2+ years Filed as: LOGAN CIRCLE Service code 28 · EIN 20-8262386 | Investment Management | $597,669 |
Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3664388 | Investment Management | $594,134 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $569,113 |
LEGAL & GENERAL INVESTMENT2+ years Service code 28 · EIN 20-8058531 | Investment Management | $549,839 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY ASSET MANAGEMENT Service code 28 · EIN 13-0057834 | Investment Management | $350,594 |
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 | $444,552-100.0% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 7.17% | 7.76%-0.6pp | 36.37%-29.2pp | 15.63%-8.5pp |
| Employer contribution / active EE | $0 | $10,188-100.0% | $37,223-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |