Filed August 6, 2024 (most recent of 5 filings on file)
Total covered: 165 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Filed as: AON CONSULTING, INC. (NJ) Service code 11 · EIN 22-2232264 | Actuarial | $381,729 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MGMT, CO. LLC Service code 28 · EIN 33-0629048 | Investment Management | $236,401 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $190,218 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $178,938 |
VAUGHAN NELSON INVESTMENT MGMT8+ years Filed as: VAUGHAN NELSON INVESTMENT MGMT LP Service code 28 · EIN 04-3304963 | Investment Management | $164,930 |
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $116,400 |
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $75,620 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $748,470-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 21.7%-21.7pp | 1.5%-1.5pp |
| Annual return | -22.68% | 23.41%-46.1pp | 0.46%-23.1pp | 23.41%-46.1pp |
| Employer contribution / active EE | $13,690 | $12,650+8.2% | $35,480-61.4% | $12,650+8.2% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $231-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $29,938-100.0% | $14,884-100.0% |