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| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWATER2+ years Service code 51 · EIN 13-2871809 | Investment Mgmt Fees | $13,037,850 |
FESCO2+ years Service code 14 · EIN 04-3275867 | Plan Administrator | $11,579,595 |
AEW CAPITAL MANAGEMENT2+ years Service code 51 · EIN 04-3329433 | Investment Mgmt Fees | $7,619,587 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK, NA Service code 27 · EIN 13-4994650 | Advisory (Plan) | $6,918,712 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $5,241,543 |
IBM2+ years Service code 15 · EIN 13-0871925 | Recordkeeping | $4,799,674 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $4,784,851 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $4,633,867 |
FRANKLIN TEMPLETON2+ years Filed as: CLARION PARTNERS LLC Service code 51 · EIN 13-3379970 | Investment Mgmt Fees | $4,020,054 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN INVESTMENT MGMT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $3,852,122 |
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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 | $40,289-100.0% | $264,156-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 45.6%-45.6pp | 4.2%-4.2pp |
| Annual return | 7.04% | 10.64%-3.6pp | 4.74%+2.3pp | 10.64%-3.6pp |
| Employer contribution / active EE | $0 | $11,561-100.0% | $46,220-100.0% | $11,561-100.0% |
| Participant deferral / active EE | $0 | $347-100.0% | $248-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $12,050-100.0% | $312-100.0% |