| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $200,000 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0239892 | Investment Management | $38,819 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS LLC Service code 28 · EIN 13-3954297 | Investment Management | $21,000 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $12,000 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $9,000 |
PBI1+ years Service code 49 · EIN 94-2850621 | Other Services | $7,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $261,171-100.0% | $252,559-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 58.0%-58.0pp | 50.9%-50.9pp | 48.7%-48.7pp |
| Annual return | -97.68% | -1.71%-96.0pp | -1.68%-96.0pp | -2.16%-95.5pp |
| Employer contribution / active EE | $0 | $47,449-100.0% | $44,959-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $330-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $14,004-100.0% | $12,994-100.0% | $12,572-100.0% |