| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS3 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $1,139,427 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $1,119,918 |
NORTHERN TRUST COMPANY1 year Service code 25 · EIN 36-1561860 | Directed Trustee | $147,236 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $133,823 |
BDO USA, LLP1 year Filed as: BDO SEIDMAN, P.C. Service code 10 · EIN 13-5381590 | Accounting | $127,026 |
Filed as: STATE STREET BANK & TRUST CO Service code 25 · EIN 04-1867445 | Directed Trustee | $69,441 |
MERCER3 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $42,372 |
PANTHEON2 years Service code 28 · EIN 98-0698352 | Investment Management | $15,378 |
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 | $13,363-100.0% | $848,047-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 20.15% | 9.11%+11.0pp | 5.63%+14.5pp | 9.11%+11.0pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $36,086-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $0 | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $0 | $125-100.0% |