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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP3 years Service code 11 · EIN 13-4008324 | Actuarial | $44,668 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $22,402 |
NORTHERN TRUST COMPANY3 years Service code 19 · EIN 36-1561860 | Securities Custodian | $22,301 |
Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $22,064 |
BLACKROCK2 years Service code 28 · EIN 94-3112180 | Investment Management | $17,118 |
BONADIO & CO., LLP4 years Service code 10 · EIN 16-1131146 | Accounting | $15,737 |
Filed as: GRANAHAN INVESTMENT Service code 19 · EIN 76-0658411 | Securities Custodian | $14,433 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 13-2638165 | Investment Management | $10,160 |
NEPC, LLC6 years Service code 28 · EIN 26-1429809 | Investment Management | $6,608 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | 43.14% | 1712.70%-1669.6pp | 179.55%-136.4pp | 39.77%+3.4pp |
| Employer contribution / active EE | $0 | $36,508-100.0% | $24,917-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $0 | $463-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |