Filed September 22, 2022 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES, LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $2,743,403 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNISKNUPP Service code 27 · EIN 36-3109431 | Advisory (Plan) | $705,495 |
K&L GATES1+ years Filed as: K&L GATES LLP Service code 27 · EIN 25-0921018 | Advisory (Plan) | $530,814 |
PACIFIC INV. MGMT CO. LLC1+ years Filed as: PACIFIC INV MGMT COMPANY Service code 28 · EIN 33-0629048 | Investment Management | $460,995 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTNL TRUST CO., NA Service code 21 · EIN 94-3112180 | Bank Trustee | $364,167 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 04-2683227 | Investment Management | $308,573 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $287,208 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL & GENERAL INV MGMT, AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $284,671 |
STATE STREET GLOBAL ADVISORS1+ years Service code 27 · EIN 04-1867445 | Advisory (Plan) | $275,000 |
Filed as: PARAMETRIC PORTFOLIO ASSOC LLC Service code 27 · EIN 20-0292745 | Advisory (Plan) | $173,882 |
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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -0.56% | -1.23%+0.7pp | -3.43%+2.9pp | 1.67%-2.2pp |
| Employer contribution / active EE | $92,697 | $11,541+703.2% | $25,607+262.0% | $10,506+782.3% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |