Filed November 29, 2023
Total covered: 117 employees
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $4,435,452 |
NUMERIC INVESTORS LLC6 years Service code 28 · EIN 04-3068821 | Investment Management | $2,534,210 |
NISA INVESTMENT ADVISORS, LLC9+ years Service code 28 · EIN 48-1140940 | Investment Management | $2,215,129 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $2,210,374 |
BLACKROCK9+ years Filed as: BLACKROCK FINANCIAL Service code 21 · EIN 13-3806691 | Bank Trustee | $2,192,627 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $1,952,722 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $1,569,971 |
LEGAL & GENERAL INVESTMENT9+ years Service code 28 · EIN 20-8058531 | Investment Management | $1,462,115 |
T ROWE PRICE RPS INC7 years Filed as: T. ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $1,419,214 |
RUSSELL TRUST COMPANY6 years Filed as: RUSSELL IMPLEMENTATION SVCS Service code 28 · EIN 91-0604934 | Investment Management | $1,230,232 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $191,373-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 9.10% | 13.18%-4.1pp | 8.46%+0.6pp | 13.18%-4.1pp |
| Employer contribution / active EE | $11,891 | $8,469+40.4% | $25,175-52.8% | $8,469+40.4% |
| Participant deferral / active EE | $38 | $322-88.3% | $181-79.1% | $322-88.3% |
| Admin fee / account holder | $0 | $0 | $730-100.0% | - |