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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $701,442 |
INCOME RESEARCH & MANAGEMENT5 years Service code 28 · EIN 04-2955404 | Investment Management | $383,112 |
MORNEAU SHEPELL2 years Filed as: LIFEWORKS US LTD Service code 15 · EIN 52-1883918 | Recordkeeping | $327,783 |
PGIM INVESTMENTS5 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $298,524 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST CO, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $264,668 |
Filed as: PRINCIPAL BANK Service code 21 · EIN 42-1466678 | Bank Trustee | $134,088 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $126,235 |
AON CONSULTING3 years Filed as: HEWITT ENNISKUNPP, AN AON COMPANY Service code 17 · EIN 36-3109431 | Pension Consulting | $125,000 |
STATE STREET GLOBAL ADVISORS8+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); No... | $18,345 |
METLIFE LIFE INSURANCE COMPANY8+ years Filed as: METLIFE INSURANCE COMPANY Service code 21 · EIN 13-5581829 | Bank Trustee | $13,682 |
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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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -19.02% | 38.53%-57.5pp | -3.21%-15.8pp | 2.78%-21.8pp |
| Employer contribution / active EE | $0 | $14,659-100.0% | $46,051-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |