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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 02-2699715 | Investment Management | $587,886 |
HEWITT ASSOCIATES LLC5+ years Service code 11 · EIN 36-2235791 | Actuarial | $574,524 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN Service code 28 P. O. BOX 411904 · KANSAS CITY, MO 641411904 | Investment Management | $502,558 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $218,456 |
ELLWOOD ASSOCIATES5+ years Filed as: JH ELLWOOD ASSOCIATES Service code 28 · EIN 36-3121777 | Investment Management | $155,711 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $36,004 |
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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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 16.52% | 53.17%-36.7pp | 18.06%-1.5pp | 21.83%-5.3pp |
| Employer contribution / active EE | $9,765 | $14,715-33.6% | $30,411-67.9% | $12,237-20.2% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |