| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER LLC Service code 15 · EIN 36-2668272 | Recordkeeping | $1,500,453 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0239892 | Investment Management | $1,188,151 |
Service code 11 · EIN 13-3954297 | Actuarial | $1,064,221 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $942,664 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $513,033 |
Service code 49 · EIN 22-3709903 | Other Services | $253,856 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $31,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $169,910-100.0% | $158,640-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.4%-35.4pp | 22.2%-22.2pp | 45.9%-45.9pp |
| Annual return | 4.55% | 9.33%-4.8pp | 10.66%-6.1pp | 10.21%-5.7pp |
| Employer contribution / active EE | $0 | $36,456-100.0% | $30,880-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $49-100.0% | $65-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,630-100.0% | $1,478-100.0% | $13,518-100.0% |