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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $657,178 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 02-2699715 | Investment Management | $554,185 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 28 P. O. BOX 411904 · KANSAS CITY, MO 641411904 | Investment Management | $427,227 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $266,624 |
ELLWOOD ASSOCIATES1+ years Filed as: JH ELLWOOD ASSOCIATES Service code 28 · EIN 36-3121777 | Investment Management | $153,057 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $33,860 |
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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 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 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -1.84% | 0.61%-2.5pp | -2.90%+1.1pp | 1.67%-3.5pp |
| Employer contribution / active EE | $0 | $9,133-100.0% | $27,990-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |