| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 840 NEWPORT CTR, STE 100 · NEWPORT BEACH, CA 92660 | Investment Management | $1,210,979 |
AON CONSULTING8+ years Filed as: AON HEWITT Service code 11 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Actuarial | $987,344 |
PANTHEON1 year Service code 28 · EIN 98-0698352 | Investment Management | $408,142 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 28 · EIN 13-3836528 | Investment Management | $387,251 |
DRA ADVISORS LLC2 years Filed as: DRA GROWTH Service code 28 220 EAST 42ND STREET · NEW YORK, NY 10017 | Investment Management | $310,216 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET TRUST CO Service code 25 · EIN 04-3581074 | Directed Trustee | $191,865 |
PORTFOLIO ADVISORS1 year Service code 28 · EIN 90-0787790 | Investment Management | $119,411 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $80,764 |
GOODWIN PROCTER LLP1 year Filed as: GOODWIN PROCTER Service code 29 1900 N ST NW · WASHINGTON, DC 20036 | Legal | $55,442 |
MERCER2 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $54,850 |
Annual investment return 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.
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 | $2,456,633-100.0% | $732,694-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 7.1%-7.1pp | 1.5%-1.5pp |
| Annual return | -23.58% | 23.41%-47.0pp | -15.18%-8.4pp | 23.41%-47.0pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $53,321-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $0 | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $0 | $14,884-100.0% |