Filed April 9, 2024 (most recent of 7 filings on file)
Total covered: 42 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC10+ years Filed as: WILLIS TOWERS WATSON Service code 12 · EIN 53-0181291 | Contract Administrator; Recordkeeping... | $2,728,227 |
METROPOLITAN WEST ASSET MANAGEMENT10+ years Service code 28 · EIN 95-2642764 | Investment Management | $1,008,246 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $960,928 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $803,886 |
NISA INVESTMENT ADVISORS, LLC10+ years Filed as: NISA INVESTMENT ADVISORS Service code 27 · EIN 48-1140940 | Advisory (Plan) | $746,644 |
AON CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 13 · EIN 22-2232264 | Contract Administrator | $556,748 |
GROOM LAW GROUP10+ years Service code 29 · EIN 52-1219029 | Legal | $519,713 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 10 · EIN 36-1561860 | Accounting | $361,845 |
FRANKLIN TEMPLETON3 years Service code 28 · EIN 13-2670997 | Investment Management | $305,839 |
DELOITTE & TOUCHE LLP6 years Filed as: DELOITTE Service code 10 · EIN 13-3891517 | Accounting | $220,386 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 0.84% | 8.48%-7.6pp | 5.04%-4.2pp | 8.48%-7.6pp |
| Employer contribution / active EE | $10,305 | $9,949+3.6% | $26,454-61.0% | $9,949+3.6% |
| Participant deferral / active EE | $0 | $734-100.0% | $78-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |