Filed June 26, 2024 (most recent of 2 filings on file)
Total covered: 22 employees
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| Provider | Service type | Compensation |
|---|---|---|
BARTLIT BECK LLP1 year Service code 29 · EIN 36-3909157 | Legal | $96,515 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $64,551 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 95-2632339 | Investment Management | $51,291 |
AON CONSULTING6+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $48,308 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $44,682 |
Filed as: NOMURA COPORATION RESEARCH & AST MG Service code 28 · EIN 13-3607885 | Investment Management | $35,180 |
Filed as: CORNERSTONE RESEARCH LLC Service code 29 · EIN 94-3092543 | Legal | $23,182 |
GRANT THORNTON LLP6+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $21,630 |
BLACKROCK1 year Service code 28 · EIN 94-3112180 | Investment Management | $14,433 |
LEGAL & GENERAL INVESTMENT6+ years Service code 28 · EIN 20-8058531 | Investment Management | $13,187 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | -35.68% | 10.61%-46.3pp | 9.52%-45.2pp | 627.08%-662.8pp |
| Employer contribution / active EE | $57,692 | $21,392+169.7% | $41,951+37.5% | $18,824+206.5% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |