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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC8+ years Service code 11 · EIN 36-2235791 | Actuarial | $687,854 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 02-2699715 | Investment Management | $415,327 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: JP MORGAN Service code 28 P. O. BOX 411904 · KANSAS CITY, MO 641411904 | Investment Management | $237,361 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $142,715 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $81,995 |
GRANT THORNTON LLP5 years Service code 10 · EIN 36-6055558 | Accounting | $55,950 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $53,690-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 1.5%-1.5pp |
| Annual return | -17.98% | -13.75%-4.2pp | -4.80%-13.2pp | 23.41%-41.4pp |
| Employer contribution / active EE | $9,082 | $13,276-31.6% | $30,897-70.6% | $12,650-28.2% |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $40,849-100.0% | $14,884-100.0% |