Filed August 6, 2024 (most recent of 5 filings on file)
Total covered: 165 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Filed as: AON CONSULTING, INC. (NJ) Service code 11 · EIN 22-2232264 | Actuarial | $425,025 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MGMT, CO. LLC Service code 28 · EIN 33-0629048 | Investment Management | $335,366 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $212,661 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $175,000 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $168,239 |
VAUGHAN NELSON INVESTMENT MGMT7+ years Filed as: VAUGHAN NELSON INVESTMENT MGMT LP Service code 28 · EIN 04-3304963 | Investment Management | $167,947 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $78,878 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $151,098-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 16.3%-16.3pp | 3.7%-3.7pp |
| Annual return | 8.42% | 15.63%-7.2pp | 11.31%-2.9pp | 15.63%-7.2pp |
| Employer contribution / active EE | $18,209 | $11,476+58.7% | $35,729-49.0% | $11,476+58.7% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $237-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $20,124-100.0% | $429-100.0% |