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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC4+ years Service code 11 · EIN 36-2235791 | Actuarial | $608,252 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 02-2699715 | Investment Management | $557,372 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 28 P. O. BOX 411904 · KANSAS CITY, MO 641411904 | Investment Management | $478,078 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $223,309 |
ELLWOOD ASSOCIATES4+ years Filed as: JH ELLWOOD ASSOCIATES Service code 28 · EIN 36-3121777 | Investment Management | $155,607 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $29,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -4.04% | 39.99%-44.0pp | 4.36%-8.4pp | 33.37%-37.4pp |
| Employer contribution / active EE | $17,387 | $11,066+57.1% | $27,383-36.5% | $11,253+54.5% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |