Filed April 29, 2020
Total covered: 189 employees
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $157,653 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISOR Service code 28 · EIN 48-1140940 | Investment Management | $115,248 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $73,476 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN, INC Service code 28 · EIN 91-0675641 | Investment Management | $61,210 |
AON CONSULTING1+ years Filed as: AON INVESTMENTS USA INC Service code 28 C/O BMO HARRIS BANK N.A. · CHICAGO, IL 606034096 | Investment Management | $56,900 |
FOLEY & LARDNER LLP1+ years Filed as: FOLEY & LARDNER Service code 29 · EIN 39-0473800 | Legal | $38,292 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 62 · EIN 13-4994650 | Float revenue; Other fees; Other inve... | $13,446 |
BUCK GLOBAL, LLC1+ years Service code 11 · EIN 13-3954297 | Actuarial | $6,480 |
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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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 0.00% | 24.77%-24.8pp | -2.84%+2.8pp | 12.86%-12.9pp |
| Employer contribution / active EE | $19,544 | $13,270+47.3% | $33,329-41.4% | $13,687+42.8% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |