Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS4 years Filed as: PGIM INC. Service code 28 · EIN 22-2540245 | Investment Management | $1,103,040 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 | Discretionary Trustee | $624,268 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $213,704 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: J.P. MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $137,300 |
Service code 28 · EIN 51-0412248 | Investment Management | $119,029 |
MERCER1 year Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $60,796 |
Filed as: METROPOLITAN WEST ASSET MGMT, LLC Service code 28 · EIN 95-3703295 | Investment Management | $52,718 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $48,036 |
Filed as: ALTRINSIC GLOBAL ADVISORS, LLC. Service code 28 · EIN 30-0016268 | Investment Management | $43,880 |
Filed as: SUSTAINABLE GROWTH ADVISERS, LP Service code 28 · EIN 05-0571266 | Investment Management | $40,523 |
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.
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 | $164,233-100.0% | $2,278,297-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | -20.45% | 90.87%-111.3pp | 111.29%-131.7pp | 2.78%-23.2pp |
| Employer contribution / active EE | $0 | $19,322-100.0% | $46,003-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $0 | $62-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |