Filed September 8, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 27-0893963 | Consulting | $6,057,909 |
Service code 28 · EIN 90-0729378 | Investment Management | $3,555,576 |
FIRST EAGLE1+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $2,953,064 |
CANTILLON CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 14-1875683 | Investment Management | $2,413,015 |
NISA INVESTMENT ADVISORS, LLC1+ years Service code 28 · EIN 48-1140940 | Investment Management | $2,297,071 |
BRIGADE CAPITAL MANAGEMENT, LP1+ years Filed as: BRIGADE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-4895879 | Investment Management | $2,132,404 |
Filed as: JOHN HANCOCK Service code 28 · EIN 04-1414660 | Investment Management | $1,428,579 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $1,242,356 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $1,195,951 |
AON CONSULTING1+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $1,187,521 |
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 | $47,522-100.0% | $10,105-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 11.1%-11.1pp | 9.2%-9.2pp |
| Annual return | -1.43% | -0.08%-1.3pp | 16.23%-17.7pp | -0.08%-1.3pp |
| Employer contribution / active EE | $8,112 | $7,991+1.5% | $17,605-53.9% | $7,991+1.5% |
| Participant deferral / active EE | $0 | $325-100.0% | $237-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $11-100.0% | $275-100.0% |