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| Provider | Service type | Compensation |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $323,286 |
PIMCO FUNDS9+ years Filed as: ALLIANZ PIMCO Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $73,251 |
COLUMBIA1 year Service code 27 · EIN 36-3376651 | Advisory (Plan) | $29,475 |
Filed as: CURTIS MALLET PREVOST, COLT & MOSLE Service code 29 · EIN 13-5018900 | Legal | $21,408 |
Filed as: MARTIN CURRIE GLOBAL EM Service code 27 · EIN 98-0038240 | Advisory (Plan) | $20,116 |
PGIM INVESTMENTS3 years Filed as: JENNISON Service code 27 466 LEXINGNTON AVE · NEW YORK, NY 10017 | Advisory (Plan) | $16,775 |
BOSTON PARTNERS1 year Service code 27 · EIN 04-3157927 | Advisory (Plan) | $16,726 |
ALLSPRING2 years Service code 27 · EIN 36-4863445 | Advisory (Plan) | $15,022 |
INVESCO2 years Service code 27 · EIN 16-0473255 | Advisory (Plan) | $13,121 |
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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 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | 99.84% | 3.50%+96.3pp | 5.16%+94.7pp | 13.05%+86.8pp |
| Employer contribution / active EE | $0 | $33,977-100.0% | $26,446-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |