| Provider | Service type | Compensation |
|---|---|---|
Filed as: GENERATION INVESTMENT MGMT U.S. LLP Service code 51 · EIN 98-0430817 | Investment Mgmt Fees | $6,531,427 |
PIMCO FUNDS2+ years Filed as: PIMCO LLC Service code 27 · EIN 33-0629048 | Advisory (Plan) | $6,110,838 |
CANTILLON CAPITAL MANAGEMENT LLC2+ years Service code 28 · EIN 14-1875682 | Investment Management | $3,318,287 |
Filed as: JPMORGAN CHASE BANK, N.A. Service code 14 · EIN 13-4994650 | Plan Administrator | $3,044,990 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $2,603,325 |
Filed as: PATRIA INFRA GEN PARTNER II LTD. Service code 51 · EIN 98-0674990 | Investment Mgmt Fees | $2,496,755 |
EDGEWOOD MANAGEMENT LLC2+ years Service code 51 · EIN 20-4441790 | Investment Mgmt Fees | $2,000,757 |
BRIGADE CAPITAL MANAGEMENT, LP2+ years Service code 28 · EIN 20-4895879 | Investment Management | $1,930,439 |
EQT SERVICES (UK) LIMITED2+ years Service code 51 · EIN 98-1064072 | Investment Mgmt Fees | $1,864,063 |
HONY CAPITAL FUND V, LP2+ years Service code 28 | Investment Management | $1,719,216 |
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% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 6.17% | 7.64%-1.5pp | 4.74%+1.4pp | 10.64%-4.5pp |
| Employer contribution / active EE | $0 | $7,500-100.0% | $36,089-100.0% | $11,561-100.0% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |