Filed August 6, 2024 (most recent of 5 filings on file)
Total covered: 165 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING, INC. (NJ) Service code 11 · EIN 22-2232264 | Actuarial | $569,767 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $202,015 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MGMT, CO. LLC Service code 28 · EIN 33-0629048 | Investment Management | $168,415 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $160,417 |
Filed as: VAUGHN NELSON INVESTMENT MGMT LP Service code 28 · EIN 04-3304963 | Investment Management | $131,803 |
BLACK & PINCKARD LLC1 year Filed as: BLACK ROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $119,644 |
THE BANK OF NEW YORK MELLON6+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $76,779 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 16.92% | 12.86%+4.1pp | 7.87%+9.1pp | 12.86%+4.1pp |
| Employer contribution / active EE | $0 | $13,687-100.0% | $31,784-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $241-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $240,514-100.0% | - |