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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $817,369 |
INCOME RESEARCH & MANAGEMENT3 years Service code 28 · EIN 04-2955404 | Investment Management | $404,478 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL INC. Service code 15 · EIN 52-1883918 | Recordkeeping | $403,031 |
PGIM INVESTMENTS3 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $380,689 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST CO, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $351,295 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $158,987 |
AON CONSULTING1 year Filed as: HEWITT ENNISKUNPP, AN AON COMPANY Service code 17 · EIN 36-3109431 | Pension Consulting | $123,982 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $112,572 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $22,274 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METLIFE INSURANCE COMPANY Service code 21 · EIN 13-5581829 | Bank Trustee | $19,112 |
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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 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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | 9.78% | 9.58%+0.2pp | 9.52%+0.3pp | 11.45%-1.7pp |
| Employer contribution / active EE | $0 | $21,155-100.0% | $41,951-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |