Filed June 26, 2024 (most recent of 2 filings on file)
Total covered: 22 employees
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| Provider | Service type | Compensation |
|---|---|---|
ABERDEEN ASSET MANAGEMENT, INC.1+ years Service code 28 · EIN 51-0368279 | Investment Management | $42,238 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $38,910 |
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $35,196 |
Filed as: BLUE CROSS AND BLUE SHIELD ASSOCIAT Service code 14 · EIN 13-5656874 | Plan Administrator | $32,187 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 | Investment Management | $31,445 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $23,850 |
HYPERION BROOKFIELD1+ years Filed as: HYPERPION BROOKFIELD Service code 28 · EIN 13-3750132 | Investment Management | $15,094 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $12,481 |
LEGAL & GENERAL INVESTMENT1+ years Service code 28 · EIN 20-8058531 | Investment Management | $11,488 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 27 · EIN 36-3109431 | Advisory (Plan) | $11,277 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 1.80% | 0.06%+1.7pp | -0.81%+2.6pp | -0.60%+2.4pp |
| Employer contribution / active EE | $18,812 | $14,206+32.4% | $38,425-51.0% | $12,272+53.3% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |