Filed January 12, 2022 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $674,649 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $497,394 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 11 · EIN 52-1868818 | Actuarial | $347,495 |
Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 21 · EIN 48-1140940 | Bank Trustee | $310,400 |
BLACKROCK7+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $217,016 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $190,233 |
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 81-2983623 | Recordkeeping | $176,330 |
PREFERRED STAFFING LLC7+ years Service code 15 · EIN 48-3791564 | Recordkeeping | $86,126 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $444,552-100.0% | $291,448-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 28.6%-28.6pp | 3.7%-3.7pp |
| Annual return | 35.91% | 15.63%+20.3pp | 6.39%+29.5pp | 15.63%+20.3pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $30,371-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $24-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $7,637-100.0% | $429-100.0% |