Filed May 24, 2024 (most recent of 3 filings on file)
Total covered: 2,361 employees
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $474,011 |
LEGAL & GENERAL INVESTMENT2 years Service code 28 · EIN 20-8058531 | Investment Management | $384,148 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $306,859 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MGT COMPANY Service code 28 · EIN 33-0629048 | Investment Management | $175,731 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $112,800 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RESEARCH & MGT CO Service code 28 · EIN 13-3142135 | Investment Management | $13,820 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 9.29% | 8.84%+0.5pp | 12.68%-3.4pp | 9.11%+0.2pp |
| Employer contribution / active EE | $3,285 | $8,705-62.3% | $41,626-92.1% | $12,231-73.1% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |