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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC3+ years Service code 11 · EIN 36-2235791 | Actuarial | $599,049 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 02-2699715 | Investment Management | $560,163 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 28 P. O. BOX 411904 · KANSAS CITY, MO 641411904 | Investment Management | $458,462 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $248,673 |
ELLWOOD ASSOCIATES3+ years Filed as: JH ELLWOOD ASSOCIATES Service code 28 · EIN 36-3121777 | Investment Management | $153,557 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $30,980 |
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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.
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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 10.04% | 35.86%-25.8pp | 10.53%-0.5pp | 17.84%-7.8pp |
| Employer contribution / active EE | $4,502 | $23,588-80.9% | $29,360-84.7% | $14,688-69.3% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |