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 | $2,263,400 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $1,749,256 |
NISA INVESTMENT ADVISORS, LLC7+ years Filed as: NISA INVESTMENT ADVISORS Service code 27 · EIN 48-1140940 | Advisory (Plan) | $1,497,484 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $1,415,702 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 12 · EIN 53-0181291 | Recordkeeping and information managem... | $1,285,101 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $582,703 |
GROOM LAW GROUP7+ years Service code 29 · EIN 52-1219029 | Legal | $497,113 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 10 · EIN 36-1561860 | Accounting | $451,238 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS Service code 27 · EIN 13-2628166 | Advisory (Plan) | $320,265 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE Service code 10 · EIN 13-3891517 | Accounting | $128,742 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,551-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.0%0pp |
| Annual return | 6.90% | 19.39%-12.5pp | 7.32%-0.4pp | 19.39%-12.5pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $23,426-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $107-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $9,522-100.0% | - |