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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC9+ years Service code 11 · EIN 36-2235791 | Actuarial | $515,385 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 02-2699715 | Investment Management | $292,975 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $125,698 |
GRANT THORNTON LLP6 years Service code 10 · EIN 36-6055558 | Accounting | $42,865 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN Service code 28 P. O. BOX 411904 · KANSAS CITY, MO 641411904 | Investment Management | $27,365 |
Filed as: PRINCIPAL BANK Service code 21 · EIN 42-1466678 | Bank Trustee | $17,838 |
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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 | $13,363-100.0% | $80,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 5.6%-5.6pp | 2.2%-2.2pp |
| Annual return | 10.57% | 9.87%+0.7pp | 15.31%-4.7pp | 9.11%+1.5pp |
| Employer contribution / active EE | $0 | $9,738-100.0% | $28,686-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $126-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $456-100.0% | $125-100.0% |