Filed August 6, 2024 (most recent of 5 filings on file)
Total covered: 165 employees
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $523,543 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $265,768 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $204,689 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA, INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $184,305 |
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $105,893 |
VAUGHAN NELSON INVESTMENT MGMT9+ years Filed as: VAUGHAN NELSON INVESTMENT MGMT LP Service code 28 · EIN 04-3304963 | Investment Management | $81,640 |
THE BANK OF NEW YORK MELLON9+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $77,452 |
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 | $13,363-100.0% | $163,428-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 15.9%-15.9pp | 2.2%-2.2pp |
| Annual return | 14.50% | 9.11%+5.4pp | 9.36%+5.1pp | 9.11%+5.4pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $31,270-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $263-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $9,460-100.0% | $125-100.0% |