Filed November 29, 2023
Total covered: 117 employees
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $3,826,527 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $2,302,917 |
NISA INVESTMENT ADVISORS, LLC10+ years Service code 28 · EIN 48-1140940 | Investment Management | $2,220,492 |
BLACKROCK10+ years Filed as: BLACKROCK FINANCIAL Service code 21 · EIN 13-3806691 | Bank Trustee | $2,105,258 |
NUMERIC INVESTORS LLC7 years Service code 28 · EIN 04-3068821 | Investment Management | $2,022,855 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $1,998,906 |
WELLINGTON TRUST COMPANY8 years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $1,636,125 |
LEGAL & GENERAL INVESTMENT10+ years Service code 28 · EIN 20-8058531 | Investment Management | $1,557,695 |
RUSSELL TRUST COMPANY7 years Filed as: RUSSELL IMPLEMENTATION SVCS Service code 28 · EIN 91-0604934 | Investment Management | $1,480,854 |
DWS FUNDS5 years Filed as: RREEF AMERICA L.L.C. Service code 28 · EIN 58-2364506 | Investment Management | $1,321,455 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 1.38% | 8.85%-7.5pp | 4.95%-3.6pp | 8.85%-7.5pp |
| Employer contribution / active EE | $11,444 | $8,529+34.2% | $20,917-45.3% | $8,529+34.2% |
| Participant deferral / active EE | $40 | $399-90.1% | $188-78.9% | $399-90.1% |
| Admin fee / account holder | $0 | $0 | - | - |