| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE Service code 15 · EIN 53-0181291 | Recordkeeping | $2,789,244 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,029,815 |
Filed as: NISA INVESTMENT ADVISORS, L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $969,617 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 · EIN 95-2705767 | Investment Management | $910,418 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $600,604 |
BLACKROCK2+ years Filed as: BLACKROCK INTERNATIONAL LIMITED Service code 28 · EIN 06-1543710 | Investment Management | $482,437 |
ALBOURNE AMERICA LLC2+ years Service code 16 · EIN 91-2164625 | Consulting | $433,333 |
JOHNSON BANK2+ years Filed as: JOHNSON INVESTMENT COUNSEL Service code 28 · EIN 31-1801770 | Investment Management | $265,271 |
MPS COMMUNICATIONS1 year Filed as: MPS COMMUNICATION GRAPHICS Service code 15 · EIN 23-2808727 | Recordkeeping | $237,741 |
THE BANK OF NEW YORK MELLON2+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $233,410 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 6.21% | 12.38%-6.2pp | 10.53%-4.3pp | 23.90%-17.7pp |
| Employer contribution / active EE | $436,493 | $23,325+1771.4% | $29,360+1386.7% | $16,539+2539.1% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |