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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $161,035 |
PIMCO FUNDS6+ years Filed as: ALLIANZ PIMCO Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $48,065 |
GRANT THORNTON LLP6+ years Filed as: GRANT THORTON Service code 21 · EIN 36-6055558 | Bank Trustee | $15,586 |
PGIM INVESTMENTS4 years Filed as: JENNISON ASSOCIATES- MCG Service code 27 · EIN 52-2069785 | Advisory (Plan) | $9,338 |
CURTIS MALLETT PREVOOST & COLT6+ years Service code 29 · EIN 13-5018900 | Legal | $9,067 |
ROBECO INVESTMENT MANAGEMENT4 years Filed as: ROBECO WPG MID CAP VALUE Service code 27 · EIN 20-3058311 | Advisory (Plan) | $7,309 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 11.18% | 11.70%-0.5pp | 7.32%+3.9pp | 18.35%-7.2pp |
| Employer contribution / active EE | $42,663 | $9,106+368.5% | $23,426+82.1% | $14,669+190.8% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |