| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $866,201 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $417,235 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $342,198 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $334,792 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $107,771 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP SECURITIES, INC Service code 27 · EIN 59-3099288 | Advisory (Plan) | $46,838 |
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 | $164,233-100.0% | $732,694-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | -21.17% | 2.78%-23.9pp | -15.18%-6.0pp | 2.78%-23.9pp |
| Employer contribution / active EE | $0 | $15,276-100.0% | $53,321-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $691-100.0% | $0 | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |