Filed January 12, 2022 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $613,657 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $331,134 |
Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 21 · EIN 48-1140940 | Bank Trustee | $310,666 |
MERCER2 years Filed as: MECER Service code 11 · EIN 13-2834414 | Actuarial | $213,938 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 81-2983623 | Recordkeeping | $165,516 |
BLACKROCK5+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $122,895 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 11 · EIN 52-1868818 | Actuarial | $121,145 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUND ADVISORS, LP Service code 28 · EIN 22-2370029 | Investment Management | $71,978 |
PREFERRED STAFFING LLC5+ years Service code 15 · EIN 48-3791564 | Recordkeeping | $64,386 |
Service code 21 · EIN 13-3200244 | Bank Trustee | $20,414 |
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 | $157,433-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 40.01% | 1023.85%-983.8pp | 10.27%+29.7pp | 1023.85%-983.8pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $19,104-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $15-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $12,160-100.0% | - |