| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES, LLC Service code 15 · EIN 22-2232284 | Recordkeeping | $2,106,327 |
PRIMECAP ODYSSEY FUNDS2+ years Filed as: PRIMECAP MANAGEMENT COMPANY Service code 28 · EIN 95-3868081 | Investment Management | $965,924 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-3200244 | Investment Management | $670,207 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 22-2540245 | Investment Management | $560,172 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $559,904 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $554,308 |
NISA INVESTMENT ADVISORS, LLC2+ years Service code 28 150 N. MERAMEC AVE, ST. 640 · ST. LOUIS, MO 63105 | Investment Management | $442,751 |
THE BANK OF NEW YORK MELLON2+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $331,876 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 50 · EIN 53-0181291 | Direct Payment | $329,879 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 11 · EIN 53-0181291 | Actuarial | $329,879 |
Form 5500 reported that benefits due were not provided when due.
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 10.06% | 6.04%+4.0pp | 5.44%+4.6pp | 9.19%+0.9pp |
| Employer contribution / active EE | $40,659 | $12,925+214.6% | $25,481+59.6% | $12,608+222.5% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |