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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS6 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $632,176 |
INCOME RESEARCH & MANAGEMENT7 years Service code 28 · EIN 04-2955404 | Investment Management | $451,676 |
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH (US) LTD. Service code 15 · EIN 52-1883918 | Recordkeeping | $331,191 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON TRUST CO, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $232,071 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $158,300 |
AON CONSULTING5 years Filed as: HEWITT ENNISKUNPP, AN AON COMPANY Service code 17 · EIN 36-3109431 | Pension Consulting | $129,625 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $123,000 |
Filed as: PRINCIPAL BANK Service code 21 · EIN 42-1466678 | Bank Trustee | $109,900 |
STATE STREET GLOBAL ADVISORS10+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $16,362 |
METLIFE LIFE INSURANCE COMPANY10+ years Filed as: METLIFE INSURANCE COMPANY Service code 21 · EIN 13-5581829 | Bank Trustee | $13,663 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 2.49% | 8.04%-5.5pp | 9.17%-6.7pp | 8.76%-6.3pp |
| Employer contribution / active EE | $0 | $10,583-100.0% | $40,523-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |