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| Provider | Service type | Compensation |
|---|---|---|
FESCO1+ years Service code 14 · EIN 04-3275867 | Plan Administrator | $14,753,984 |
BRIDGEWATER1+ years Service code 51 · EIN 13-2871809 | Investment Mgmt Fees | $13,950,427 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, NA Service code 27 · EIN 13-4994650 | Advisory (Plan) | $8,327,598 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON WYATT WORLDWIDE Service code 51 · EIN 53-0181291 | Investment Mgmt Fees | $6,003,426 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $5,225,964 |
AEW CAPITAL MANAGEMENT1+ years Service code 51 · EIN 04-3329433 | Investment Mgmt Fees | $5,132,866 |
IBM1+ years Service code 15 · EIN 13-0871985 | Recordkeeping | $4,483,869 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INVESTMENT MGMT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $4,365,461 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $4,072,904 |
FRANKLIN TEMPLETON1+ years Filed as: CLARION PARTNERS LLC Service code 52 · EIN 13-3379970 | Indirect Investment Fees | $3,561,510 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $47,522-100.0% | $252,559-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 50.9%-50.9pp | 9.2%-9.2pp |
| Annual return | -1.01% | -0.08%-0.9pp | -1.68%+0.7pp | -0.08%-0.9pp |
| Employer contribution / active EE | $0 | $7,991-100.0% | $44,959-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $0 | $325-100.0% | $330-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $12,994-100.0% | $275-100.0% |