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) | $803,280 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 15 · EIN 36-1561860 | Recordkeeping | $796,555 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $782,469 |
CONDUENT HR CONSULTING, LLC5+ years Filed as: CONDUENT HR SERVICES Service code 12 · EIN 32-0293031 | Consulting (general); Direct payment ... | $638,615 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $577,627 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $522,212 |
LOGAN CIRCLE PARTNERS, LP5+ years Filed as: LOGAN CIRCLE Service code 28 · EIN 20-8262386 | Investment Management | $465,189 |
LEGAL & GENERAL INVESTMENT5+ years Service code 28 · EIN 20-8058531 | Investment Management | $393,339 |
AKSIA LLC5+ years Service code 17 · EIN 20-5385739 | Pension Consulting | $298,151 |
AON CONSULTING5+ years Service code 11 · EIN 22-2232264 | Actuarial | $276,607 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 14.42% | 8.05%+6.4pp | 6.70%+7.7pp | 9.30%+5.1pp |
| Employer contribution / active EE | $14,434 | $10,660+35.4% | $25,217-42.8% | $12,551+15.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |