Filed April 16, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NOMURA CORPORATION Service code 28 · EIN 13-3607885 | Investment Management | $73,275 |
AON CONSULTING5+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $44,081 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $43,959 |
HYPERION BROOKFIELD5+ years Service code 28 · EIN 13-3750132 | Investment Management | $23,148 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $19,325 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $18,833 |
AON CONSULTING5+ years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 27 · EIN 36-3109431 | Advisory (Plan) | $16,207 |
Filed as: TRUST COMPANY OF WEST Service code 28 · EIN 95-3703295 | Investment Management | $8,368 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 24.75% | 17.70%+7.1pp | 13.48%+11.3pp | 53.27%-28.5pp |
| Employer contribution / active EE | $0 | $40,511-100.0% | $47,067-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |