Filed November 2, 2022
Total covered: 34 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS5 years Filed as: PGIM INC. Service code 28 · EIN 22-2540245 | Investment Management | $1,025,748 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 | Discretionary Trustee | $595,973 |
WILLIS TOWERS WATSON US LLC8 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $225,372 |
SUSTAINABLE GROWTH ADVISORS2 years Filed as: SUSTAINABLE GROWTH ADVISERS, LP Service code 28 · EIN 05-0571266 | Investment Management | $160,458 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: J.P. MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $137,300 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $64,035 |
MERCER2 years Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $60,000 |
BONADIO & CO., LLP9+ years Filed as: THE BONADIO GROUP Service code 10 · EIN 16-1131146 | Accounting | $22,000 |
IVINS, PHILLIPS & BARKER8 years Service code 29 · EIN 52-1229560 | Legal | $17,672 |
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $12,823 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $9,556,684-100.0% | $2,703,652-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 7.7%-7.7pp | 2.4%-2.4pp |
| Annual return | 7.16% | 22.81%-15.7pp | 7.26%-0.1pp | 22.81%-15.7pp |
| Employer contribution / active EE | $0 | $18,290-100.0% | $34,949-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $603-100.0% | $86-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | - | $85,222-100.0% |