Filed April 9, 2024 (most recent of 7 filings on file)
Total covered: 42 employees
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $2,833,404 |
Service code 28 · EIN 95-2642764 | Investment Management | $2,308,823 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 12 · EIN 53-0181291 | Contract Administrator; Legal; Partic... | $2,231,233 |
NISA INVESTMENT ADVISORS, LLC5+ years Filed as: NISA INVESTMENT ADVISORS Service code 27 · EIN 48-1140940 | Advisory (Plan) | $1,369,251 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $1,235,953 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $789,846 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $693,279 |
GROOM LAW GROUP5+ years Service code 29 · EIN 52-1219029 | Legal | $642,243 |
ROYCE5+ years Filed as: ROYCE & ASSOCIATES LLC Service code 28 · EIN 52-2343049 | Investment Management | $338,795 |
Service code 28 · EIN 65-0913817 | Investment Management | $237,239 |
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 | $0 | $133,543,011-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 22.02% | 1023.85%-1001.8pp | 29.77%-7.8pp | 1023.85%-1001.8pp |
| Employer contribution / active EE | $5,241 | $11,605-54.8% | $33,607-84.4% | $11,605-54.8% |
| Participant deferral / active EE | $0 | $275-100.0% | $96-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $835,310-100.0% | - |