Filed April 9, 2024 (most recent of 7 filings on file)
Total covered: 42 employees
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $2,608,920 |
Service code 28 · EIN 95-2642764 | Investment Management | $2,250,137 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 12 · EIN 53-0181291 | Legal; Recordkeeping and information ... | $2,131,548 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $1,166,457 |
NISA INVESTMENT ADVISORS, LLC4+ years Filed as: NISA INVESTMENT ADVISORS Service code 27 · EIN 48-1140940 | Advisory (Plan) | $1,131,580 |
ROYCE4+ years Filed as: ROYCE & ASSOCIATES LLC Service code 28 · EIN 52-2343049 | Investment Management | $932,153 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $879,512 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $782,418 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-1665304 | Investment Management | $754,449 |
Service code 28 · EIN 65-0913817 | Investment Management | $603,848 |
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.
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 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 | $0 | $157,466-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -6.13% | 73.13%-79.3pp | 12.68%-18.8pp | 73.13%-79.3pp |
| Employer contribution / active EE | $0 | $8,421-100.0% | $22,860-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $293-100.0% | $123-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $2,825-100.0% | - |