Filed April 9, 2024 (most recent of 7 filings on file)
Total covered: 42 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 12 · EIN 53-0181291 | Participant communication; Claims pro... | $3,929,605 |
Service code 28 · EIN 95-2642764 | Investment Management | $2,643,086 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $2,452,594 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $1,413,403 |
ROYCE1+ years Filed as: ROYCE & ASSOCIATES LLC Service code 28 · EIN 52-2343049 | Investment Management | $1,108,283 |
Service code 28 · EIN 65-0913817 | Investment Management | $911,943 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMES SQUARE CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-1665304 | Investment Management | $896,280 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $830,941 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $786,453 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS Service code 27 · EIN 48-1140940 | Advisory (Plan) | $720,074 |
Participant contribution per participant 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 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 | $47,522-100.0% | $522,682-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 12.6%-12.6pp | 9.2%-9.2pp |
| Annual return | -1.98% | -0.08%-1.9pp | -3.43%+1.4pp | -0.08%-1.9pp |
| Employer contribution / active EE | $5,673 | $7,991-29.0% | $25,607-77.8% | $7,991-29.0% |
| Participant deferral / active EE | $0 | $325-99.9% | $77-99.5% | $325-99.9% |
| Admin fee / account holder | $0 | $275-100.0% | $13,511-100.0% | $275-100.0% |