Filed November 29, 2023
Total covered: 117 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL LIFE INSURANCE Service code 28 · EIN 22-1211670 | Investment Management | $3,345,157 |
NISA INVESTMENT ADVISORS, LLC2+ years Service code 28 · EIN 48-1140940 | Investment Management | $2,057,263 |
BLACKROCK2+ years Filed as: BLACKROCK FINANCIAL Service code 28 · EIN 13-3806691 | Investment Management | $2,026,820 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $1,960,331 |
OAKTREE CAPITAL MANAGEMENT, L.P.2+ years Filed as: OAKTREE CAPITAL MGMT LP Service code 28 · EIN 26-0189082 | Investment Management | $1,950,600 |
XEROX CORPORATION2+ years Filed as: XEROX Service code 15 · EIN 04-3609848 | Recordkeeping | $1,732,168 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-3200244 | Discretionary Trustee | $1,697,742 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $1,588,710 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $1,431,864 |
AQR CAPITAL MANAGEMENT LLC2+ years Filed as: AQR CAPITAL MANAGEMENT Service code 27 · EIN 13-3987414 | Advisory (Plan) | $1,400,417 |
Participant contribution per participant 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 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 | $40,289-100.0% | $14,339-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 17.0%-17.0pp | 4.2%-4.2pp |
| Annual return | 9.45% | 10.64%-1.2pp | 1.15%+8.3pp | 10.64%-1.2pp |
| Employer contribution / active EE | $15,352 | $11,561+32.8% | $26,339-41.7% | $11,561+32.8% |
| Participant deferral / active EE | $0 | $347-100.0% | $178-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $3,605-100.0% | $312-100.0% |