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) | $1,020,398 |
CONDUENT HR CONSULTING, LLC4+ years Filed as: CONDUENT HR SERVICES Service code 12 · EIN 32-0293031 | Participant communication; Claims pro... | $859,476 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $763,258 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 15 · EIN 36-1561860 | Recordkeeping | $720,890 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $587,011 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $525,482 |
LOGAN CIRCLE PARTNERS, LP4+ years Filed as: LOGAN CIRCLE Service code 28 · EIN 20-8262386 | Investment Management | $450,552 |
LEGAL & GENERAL INVESTMENT4+ years Service code 28 · EIN 20-8058531 | Investment Management | $400,578 |
AKSIA LLC4+ years Service code 17 · EIN 20-5385739 | Pension Consulting | $311,281 |
AON CONSULTING4+ years Service code 11 · EIN 22-2232264 | Actuarial | $255,211 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $80,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 5.6%-5.6pp | 2.2%-2.2pp |
| Annual return | -1.08% | 9.87%-10.9pp | 15.31%-16.4pp | 9.11%-10.2pp |
| Employer contribution / active EE | $0 | $9,738-100.0% | $28,686-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $126-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $456-100.0% | $125-100.0% |