Filed November 2, 2022
Total covered: 34 employees
| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS6 years Filed as: PGIM INC. Service code 28 · EIN 22-2540245 | Investment Management | $1,017,775 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 | Discretionary Trustee | $481,669 |
WILLIS TOWERS WATSON US LLC9 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $235,329 |
Filed as: SUSTAINABLE GROWTH ADVISORS, LP Service code 28 · EIN 05-0571266 | Investment Management | $146,115 |
Filed as: J.P MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $137,300 |
MERCER3 years Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $101,472 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $52,553 |
BONADIO & CO., LLP10+ years Filed as: THE BONADIO GROUP Service code 10 · EIN 16-1131146 | Accounting | $23,100 |
IVINS, PHILLIPS & BARKER9 years Service code 29 · EIN 52-1229560 | Legal | $12,290 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $11,832 |
Annual investment return 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 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 0.37% | 7.65%-7.3pp | 3.39%-3.0pp | 7.65%-7.3pp |
| Employer contribution / active EE | $0 | $20,582-100.0% | $31,780-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $83-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |