Filed November 29, 2023
Total covered: 117 employees
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $2,159,773 |
NISA INVESTMENT ADVISORS, LLC1+ years Service code 14 · EIN 48-1140940 | Plan Administrator | $2,037,578 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $1,978,577 |
OAKTREE CAPITAL MANAGEMENT, L.P.1+ years Filed as: OAKTREE CAPITAL MGMT LP Service code 28 · EIN 26-0189082 | Investment Management | $1,962,269 |
XEROX CORPORATION1+ years Filed as: XEROX Service code 16 · EIN 16-0468020 | Consulting | $1,959,193 |
Filed as: PRUDENTIAL LIFE INSURANCE Service code 14 · EIN 22-1211670 | Plan Administrator | $1,617,512 |
DODGE & COX1+ years Service code 14 · EIN 94-1441976 | Plan Administrator | $1,467,516 |
BLACKROCK1+ years Filed as: BLACKROCK INST'L TRUST CO. Service code 14 · EIN 94-3112180 | Plan Administrator | $1,459,702 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $1,431,548 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: FRANK RUSSELL COMPANY Service code 14 · EIN 91-1175091 | Plan Administrator | $1,345,836 |
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 | $47,522-100.0% | $10,105-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 11.1%-11.1pp | 9.2%-9.2pp |
| Annual return | -1.44% | -0.08%-1.4pp | 16.23%-17.7pp | -0.08%-1.4pp |
| Employer contribution / active EE | $15,845 | $7,991+98.3% | $17,605-10.0% | $7,991+98.3% |
| Participant deferral / active EE | $0 | $325-100.0% | $237-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $11-100.0% | $275-100.0% |