Filed January 31, 2023 (most recent of 6 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-2265791 | Actuarial | $2,628,857 |
ALIGHT SOLUTIONS LLC2+ years Service code 13 · EIN 82-1061233 | Contract Administrator | $2,309,848 |
Service code 28 · EIN 20-0292745 | Investment Management | $467,622 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $462,793 |
PRISA2+ years Filed as: PRISA LP Service code 28 · EIN 46-1242933 | Investment Management | $229,965 |
LEGAL & GENERAL INVESTMENT2+ years Filed as: LEGAL & GENERAL MGMT AMERICA, INC. Service code 28 · EIN 20-8058531 | Investment Management | $172,471 |
AVIVA INVESTORS AMERICAS LLC2+ years Service code 28 · EIN 61-1691139 | Investment Management | $167,859 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 | Investment Management | $155,179 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 11 · EIN 04-3532603 | Actuarial | $110,493 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 400 HOWARD ST · SAN FRANCISCO, CA 941052618 | Investment Management | $82,070 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $213,834-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -5.01% | -14.80%+9.8pp | -5.12%+0.1pp | -14.80%+9.8pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $31,020-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $101-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $2,852-100.0% | - |