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| Provider | Service type | Compensation |
|---|---|---|
ALESCO ADVISORS3+ years Filed as: ALESCO ADVISORS, LLC Service code 19 TOBEY VILLAGE OFFICE PARK · PITTSFORD, NY 14534 | Securities Custodian | $9,090 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $0 |
RIDGEWORTH3+ years Filed as: RIDGEWORTH INVESTMENTS Service code 28 3333 PIEDMONT ROAD · ATLANTA, GA 30305 | Investment Management | $0 |
THE VANGUARD GROUP, INC.3+ years Service code 25 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Directed Trustee | $0 |
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Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $202,389-100.0% | $198,173-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 42.0%-42.0pp | 45.9%-45.9pp |
| Annual return | 9.69% | 9.90%-0.2pp | 10.16%-0.5pp | 10.21%-0.5pp |
| Employer contribution / active EE | $0 | $36,071-100.0% | $33,192-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |