Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS3 years Filed as: PGIM INC. Service code 28 · EIN 22-2540245 | Investment Management | $984,367 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 | Discretionary Trustee | $527,883 |
Service code 28 · EIN 51-0412248 | Investment Management | $274,733 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $223,722 |
Filed as: ALTRINSIC GLOBAL ADVISORS, LLC. Service code 28 · EIN 30-0016268 | Investment Management | $201,633 |
Filed as: AXIOM INVESTORS LLC Service code 28 · EIN 13-4021938 | Investment Management | $199,979 |
EAGLE CAPITAL MANAGEMENT, LLC7+ years Service code 28 · EIN 22-3361201 | Investment Management | $165,344 |
VICTORY6 years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-2700161 | Investment Management | $139,478 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: J.P. MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $137,347 |
WESTFIELD CAPITAL MANAGEMENT4 years Filed as: WESTFIELD CAPITAL MGMT CO., L.P. Service code 28 · EIN 80-0175963 | Investment Management | $133,931 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $2,286,405-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.7%-0.7pp |
| Annual return | 7.91% | 9.71%-1.8pp | 4.92%+3.0pp | 13.24%-5.3pp |
| Employer contribution / active EE | $65,176 | $11,854+449.8% | $39,114+66.6% | $14,616+345.9% |
| Participant deferral / active EE | $0 | $0 | $79-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $0 | $4,137-100.0% |