Filed January 12, 2022 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $560,293 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $470,337 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $236,351 |
Service code 21 · EIN 13-3200244 | Bank Trustee | $212,783 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 21 · EIN 48-1140940 | Bank Trustee | $203,468 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 11 · EIN 52-1868818 | Actuarial | $195,126 |
BLACKROCK3+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $175,739 |
Filed as: DIMENSIONAL FUND ADVISORS, LP Service code 28 · EIN 22-2370029 | Investment Management | $160,143 |
Filed as: CONDUENT Service code 15 · EIN 81-2983623 | Recordkeeping | $119,844 |
XEROX CORPORATION3+ years Filed as: XEROX HR SOLUTIONS LLP Service code 15 · EIN 16-0468020 | Recordkeeping | $62,657 |
Annual investment return is in the bottom quintile of the peer cohort.
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 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 | $0 | $42,250-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.8%-18.8pp | 0.0%0pp |
| Annual return | 4.25% | 16.32%-12.1pp | 7.25%-3.0pp | 16.32%-12.1pp |
| Employer contribution / active EE | $0 | $12,766-100.0% | $33,137-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $0 | $800-100.0% | $13-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $159-100.0% | - |