| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0239892 | Investment Management | $1,549,349 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $1,323,839 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $1,242,166 |
MERCER2+ years Filed as: MERCER LLC Service code 15 · EIN 36-2668272 | Recordkeeping | $655,197 |
Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $440,184 |
Filed as: JOHN HANCOCK FINANCIAL SERVICES INC Service code 22 · EIN 01-0233346 | Insurance Broker | $203,155 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $105,220 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-6078093 | Investment Management | $13,584 |
Service code 17 · EIN 94-2850621 | Pension Consulting | $9,615 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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 | $381,942,733-100.0% | $139,743-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.6%-22.6pp | 0.0%0pp |
| Annual return | 6.45% | 4.86%+1.6pp | 4.96%+1.5pp | 9.19%-2.7pp |
| Employer contribution / active EE | $0 | $7,571-100.0% | $29,749-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,369-100.0% | $2,655,710-100.0% |