Filed September 8, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $6,040,777 |
CANTILLON CAPITAL MANAGEMENT LLC6+ years Service code 28 · EIN 14-1875682 | Investment Management | $3,128,728 |
ARTISAN PARTNERS4 years Filed as: ARTISAN PARTNERS HOLDINGS LP Service code 28 · EIN 39-1807188 | Investment Management | $2,031,810 |
LSV ASSET MANAGEMENT1 year Service code 28 · EIN 23-2772200 | Investment Management | $1,387,422 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $1,338,149 |
NISA INVESTMENT ADVISORS, LLC6+ years Service code 28 · EIN 48-1140940 | Investment Management | $1,246,484 |
BAIN CAPITAL2 years Service code 27 · EIN 45-3645898 | Advisory (Plan) | $1,100,217 |
THE BANK OF NEW YORK MELLON6+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $956,354 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $657,828 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $494,417 |
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 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 14.84% | 13.80%+1.0pp | 8.35%+6.5pp | 13.80%+1.0pp |
| Employer contribution / active EE | $0 | $10,386-100.0% | $27,010-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $180-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |