| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $236,637 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $74,721 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $62,010 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $39,403 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $13,316 |
BLACKROCK3+ years Service code 28 · EIN 45-3856099 | Investment Management | $11,550 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP SECURITIES, INC Service code 27 · EIN 59-3099288 | Advisory (Plan) | $9,006 |
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 | $2,822,362-100.0% | $793,067-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 9.1%-9.1pp | 0.6%-0.6pp |
| Annual return | 787.46% | 11.45%+776.0pp | 10.21%+777.3pp | 11.45%+776.0pp |
| Employer contribution / active EE | $0 | $17,219-100.0% | $40,687-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $357-100.0% | $0 | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $0 | $15,480-100.0% |