| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Service code 11 · EIN 22-2232264 | Actuarial | $565,718 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $229,346 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $196,798 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $111,407 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $92,927 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP SECURITIES, INC Service code 27 · EIN 59-3099288 | Advisory (Plan) | $22,967 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $14,985 |
BLACKROCK4+ years Service code 28 · EIN 30-0587659 | Investment Management | $5,893 |
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 | $444,552-100.0% | $861,422-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 14.3%-14.3pp | 3.7%-3.7pp |
| Annual return | 5.18% | 15.63%-10.5pp | 6.57%-1.4pp | 15.63%-10.5pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $34,489-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $0 | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $0 | $429-100.0% |