Filed April 9, 2024 (most recent of 7 filings on file)
Total covered: 42 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 95-2642764 | Investment Management | $2,701,820 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $2,564,048 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 12 · EIN 53-0181291 | Claims processing; Recordkeeping and ... | $2,314,769 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $1,274,940 |
ROYCE2+ years Filed as: ROYCE & ASSOCIATES LLC Service code 28 · EIN 52-2343049 | Investment Management | $1,099,555 |
HEWITT ASSOCIATES LLC2+ years Service code 27 · EIN 36-3109431 | Advisory (Plan) | $925,623 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Filed as: TIMES SQUARE CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-1665304 | Investment Management | $867,560 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $858,716 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS Service code 27 · EIN 48-1140940 | Advisory (Plan) | $779,113 |
Service code 28 · EIN 65-0913817 | Investment Management | $681,747 |
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 | $40,289-100.0% | $151,941-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 4.2%-4.2pp |
| Annual return | 8.67% | 7.02%+1.7pp | 5.44%+3.2pp | 10.64%-2.0pp |
| Employer contribution / active EE | $6,040 | $9,548-36.7% | $25,481-76.3% | $11,561-47.8% |
| Participant deferral / active EE | $0 | $399-100.0% | $65-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $11,765-100.0% | $312-100.0% |