Filed January 12, 2022 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,094,791 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $483,091 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $233,864 |
BLACKROCK1+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $210,923 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 11 · EIN 52-1868818 | Actuarial | $196,713 |
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS LLP Service code 15 · EIN 16-0468020 | Recordkeeping | $188,286 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENTIONAL FUND ADVISORS, LP Service code 28 · EIN 22-2370029 | Investment Management | $183,436 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $51,217 |
PREFERRED STAFFING LLC1+ years Service code 15 · EIN 48-3791564 | Recordkeeping | $10,845 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $177,383-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 23.8%-23.8pp | 9.2%-9.2pp |
| Annual return | -0.02% | -0.08%+0.1pp | -0.48%+0.5pp | -0.08%+0.1pp |
| Employer contribution / active EE | $1,775 | $7,991-77.8% | $23,357-92.4% | $7,991-77.8% |
| Participant deferral / active EE | $0 | $325-100.0% | $17-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $3,964-100.0% | $275-100.0% |