Filed January 12, 2022 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $699,090 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $437,182 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $324,307 |
Service code 21 · EIN 13-3200244 | Bank Trustee | $242,540 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 21 · EIN 48-1140940 | Bank Trustee | $223,027 |
BLACKROCK2+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $207,745 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 11 · EIN 52-1868818 | Actuarial | $195,126 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENTIONAL FUND ADVISORS, LP Service code 28 · EIN 22-2370029 | Investment Management | $182,150 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $145,263 |
XEROX CORPORATION2+ years Filed as: XEROX HR SOLUTIONS LLP Service code 15 · EIN 16-0468020 | Recordkeeping | $135,361 |
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 | $57,821-100.0% | $286,961-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 13.3%-13.3pp | 5.5%-5.5pp |
| Annual return | 20.61% | 5.86%+14.7pp | 2.61%+18.0pp | 5.86%+14.7pp |
| Employer contribution / active EE | $2,167 | $10,137-78.6% | $24,109-91.0% | $10,137-78.6% |
| Participant deferral / active EE | $0 | $492-100.0% | $17-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $148-100.0% | $387-100.0% |