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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 02-2699715 | Investment Management | $622,079 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN Service code 28 P. O. BOX 411904 · KANSAS CITY, MO 641411904 | Investment Management | $530,284 |
HEWITT ASSOCIATES LLC7+ years Service code 11 · EIN 36-2235791 | Actuarial | $500,495 |
ELLWOOD ASSOCIATES7+ years Filed as: JH ELLWOOD ASSOCIATES Service code 28 · EIN 36-3121777 | Investment Management | $204,877 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $113,843 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $34,725 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 3.08% | 7.76%-4.7pp | 36.37%-33.3pp | 15.63%-12.6pp |
| Employer contribution / active EE | $0 | $10,188-100.0% | $37,223-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |