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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS3 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $782,603 |
INCOME RESEARCH & MANAGEMENT4 years Service code 28 · EIN 04-2955404 | Investment Management | $420,707 |
PGIM INVESTMENTS4 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $376,928 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST CO, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $347,318 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS US LTD Service code 15 · EIN 52-1883918 | Recordkeeping | $320,360 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $152,163 |
AON CONSULTING2 years Filed as: HEWITT ENNISKUNPP, AN AON COMPANY Service code 17 · EIN 36-3109431 | Pension Consulting | $125,000 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $106,995 |
STATE STREET GLOBAL ADVISORS7+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $22,317 |
METLIFE LIFE INSURANCE COMPANY7+ years Filed as: METLIFE INSURANCE COMPANY Service code 21 · EIN 13-5581829 | Bank Trustee | $14,156 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | -6.45% | 11.84%-18.3pp | 8.95%-15.4pp | 13.24%-19.7pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |