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 LLP2 years Service code 29 · EIN 36-3909157 | Legal | $277,000 |
NEUBERGER BERMAN1 year Filed as: NEUBERGER BERMAN FIXED INCOME Service code 27 · EIN 13-3607885 | Advisory (Plan) | $133,121 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 95-2632339 | Investment Management | $105,225 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $83,576 |
AON CONSULTING7+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $72,353 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $59,329 |
BLACKROCK2 years Service code 28 · EIN 94-3112180 | Investment Management | $53,704 |
Filed as: NOMURA COPORATION RESEARCH & AST MG Service code 28 · EIN 13-3607885 | Investment Management | $44,917 |
Service code 29 · EIN 47-4660619 | Legal | $32,157 |
LEGAL & GENERAL INVESTMENT7+ years Service code 28 · EIN 20-8058531 | Investment Management | $30,063 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $215,870-100.0% | $454,052-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 18.4%-18.4pp | 3.6%-3.6pp |
| Annual return | 3.30% | 11.11%-7.8pp | 8.95%-5.6pp | 11.84%-8.5pp |
| Employer contribution / active EE | $0 | $19,861-100.0% | $46,559-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $1,543-100.0% | $131-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $19,831-100.0% | $409-100.0% |