Filed January 31, 2023 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-2265791 | Actuarial | $2,039,281 |
ALIGHT SOLUTIONS LLC3+ years Service code 13 · EIN 82-1061233 | Contract Administrator | $1,701,257 |
Service code 28 · EIN 20-0292745 | Investment Management | $392,957 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $284,057 |
PRISA3+ years Filed as: PRISA LP Service code 28 · EIN 46-1242933 | Investment Management | $240,850 |
LEGAL & GENERAL INVESTMENT3+ years Filed as: LEGAL & GENERAL MGMT AMERICA, INC. Service code 28 · EIN 20-8058531 | Investment Management | $166,029 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 | Investment Management | $113,315 |
BAKERHOSTETLER1 year Service code 29 · EIN 34-0082025 | Legal | $113,169 |
AVIVA INVESTORS AMERICAS LLC3+ years Service code 28 · EIN 61-1691139 | Investment Management | $107,010 |
Filed as: FIDUCIARY TRUST COMPANY Service code 28 53 STATE STRRT · BOSTON, MA 02109 | Investment Management | $91,059 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $195,758-100.0% | $182,032-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | -93.91% | 3.70%-97.6pp | 7.69%-101.6pp | 24.44%-118.4pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |