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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC6+ years Service code 11 · EIN 36-2235791 | Actuarial | $659,874 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 02-2699715 | Investment Management | $633,721 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN Service code 28 P. O. BOX 411904 · KANSAS CITY, MO 641411904 | Investment Management | $541,174 |
ELLWOOD ASSOCIATES6+ years Filed as: JH ELLWOOD ASSOCIATES Service code 28 · EIN 36-3121777 | Investment Management | $119,319 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $118,411 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $12,979 |
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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 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 12.13% | 12.05%+0.1pp | 793.01%-780.9pp | 12.86%-0.7pp |
| Employer contribution / active EE | $5,783 | $21,947-73.7% | $27,004-78.6% | $13,687-57.7% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |