| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $800,008 |
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 95-2632339 | Investment Management | $425,417 |
PGIM INVESTMENTS10+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 13-2631108 | Investment Management | $413,443 |
WILLIS TOWERS WATSON US LLC8 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $392,476 |
NISA INVESTMENT ADVISORS, LLC10+ years Service code 28 · EIN 48-1140940 | Investment Management | $347,615 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 28 99 HIGH STREET · BOSTON, MA 02110 | Investment Management | $342,282 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $341,785 |
THE BANK OF NEW YORK MELLON5 years Filed as: STANDISH MANAGEMENT, LLC Service code 28 750 BATTERY STREET · SAN FRANCISCO, CA 94111 | Investment Management | $333,387 |
PRIMECAP ODYSSEY FUNDS10+ years Filed as: PRIMECAP MANAGEMENT COMPANY Service code 28 · EIN 95-3868081 | Investment Management | $331,534 |
Service code 29 29 SOUTH MAIN STREET · WEST HARTFORD, CT 06107 | Legal | $323,500 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 6.60% | 10.00%-3.4pp | 5.04%+1.6pp | 9.30%-2.7pp |
| Employer contribution / active EE | $38,023 | $10,331+268.1% | $26,454+43.7% | $12,551+203.0% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |