Filed January 31, 2023 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-2265791 | Actuarial | $1,873,067 |
CONDUENT HR CONSULTING, LLC1+ years Filed as: CONDUENT HR SOLUTIONS, LLC Service code 13 · EIN 04-3609848 | Contract Administrator | $1,052,380 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 19 · EIN 36-3608252 | Securities Custodian | $738,681 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $647,999 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $402,353 |
ALIGHT SOLUTIONS LLC1+ years Service code 13 · EIN 82-1061233 | Contract Administrator | $353,607 |
Service code 28 · EIN 20-0292745 | Investment Management | $271,974 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL & GENERAL MGMT AMERICA, INC. Service code 28 · EIN 20-8058531 | Investment Management | $222,998 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 11 · EIN 04-3532603 | Actuarial | $182,598 |
PARKER HANNIFIN CORPORATION1+ years Service code 15 · EIN 34-0451060 | Recordkeeping | $173,469 |
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 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 | $0 | $220,551-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.0%0pp |
| Annual return | 11.70% | 19.39%-7.7pp | 7.32%+4.4pp | 19.39%-7.7pp |
| 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% | - |