Filed April 9, 2024 (most recent of 7 filings on file)
Total covered: 42 employees
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $2,633,778 |
Service code 28 · EIN 95-2642764 | Investment Management | $2,403,644 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 12 · EIN 53-0181291 | Contract Administrator; Legal; Partic... | $2,259,214 |
ROYCE3+ years Filed as: ROYCE & ASSOCIATES LLC Service code 28 · EIN 52-2343049 | Investment Management | $1,220,377 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $1,059,053 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS Service code 27 · EIN 48-1140940 | Advisory (Plan) | $1,001,819 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Filed as: TIMES SQUARE CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-1665304 | Investment Management | $923,538 |
HEWITT ASSOCIATES LLC3+ years Service code 27 · EIN 36-3109431 | Advisory (Plan) | $738,378 |
Service code 28 · EIN 65-0913817 | Investment Management | $717,947 |
CAUSEWAY CAPITAL MANAGEMENT LLC3+ years Service code 56 · EIN 95-4861680 | Soft dollars commissions; Non-monetar... | $639,760 |
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 | $14,491,905-100.0% | $144,462-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 5.3%-5.3pp |
| Annual return | 14.25% | 9.42%+4.8pp | 16.78%-2.5pp | 1057.21%-1043.0pp |
| Employer contribution / active EE | $12,400 | $34,966-64.5% | $26,328-52.9% | $14,374-13.7% |
| Participant deferral / active EE | $0 | $384-99.9% | $97-99.7% | $351-99.9% |
| Admin fee / account holder | $0 | $81,210-100.0% | $20,893-100.0% | $81,210-100.0% |