Filed January 31, 2023 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS, LLC Service code 13 · EIN 16-0468020 | Contract Administrator | $1,528,822 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $1,066,637 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN BROTHERS HARRIMAN Service code 28 · EIN 13-4973745 | Investment Management | $818,390 |
CAPITAL GUARDIAN1+ years Service code 28 · EIN 95-2553868 | Investment Management | $784,668 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 28 · EIN 13-4179575 | Investment Management | $783,175 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $760,376 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT GLOBAL INV MGMT Service code 28 · EIN 76-6192146 | Investment Management | $733,713 |
GOLDMAN SACHS1+ years Filed as: COPPER ROCK INTERNATIONAL Service code 28 · EIN 27-2016436 | Investment Management | $560,900 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $529,236 |
PARKER HANNIFIN CORPORATION1+ years Service code 30 · EIN 34-0451060 | Employee (plan) | $459,519 |
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.
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 | $40,289-100.0% | $151,941-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 4.2%-4.2pp |
| Annual return | 2.48% | 7.02%-4.5pp | 5.44%-3.0pp | 10.64%-8.2pp |
| Employer contribution / active EE | $18,639 | $9,548+95.2% | $25,481-26.8% | $11,561+61.2% |
| Participant deferral / active EE | $0 | $399-100.0% | $65-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $11,765-100.0% | $312-100.0% |