| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $513,440 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $426,094 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $277,642 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $158,636 |
BLACKROCK2 years Service code 28 · EIN 45-3856099 | Investment Management | $94,809 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $91,503 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP SECURITIES, INC Service code 27 · EIN 59-3099288 | Advisory (Plan) | $61,885 |
Filed as: MELLON BANK N.A. CORP. Service code 28 · EIN 25-6013803 | Investment Management | $29,215 |
PAUL WEISS1 year Filed as: PAUL WEISS RIFKIND WHARTON & GARRIS Service code 29 · EIN 13-1662105 | Legal | $10,474 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $793,067-100.0% | $793,067-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 18.2%-18.2pp | 9.1%-9.1pp | 43.1%-43.1pp |
| Annual return | -95.17% | 3.18%-98.4pp | 10.21%-105.4pp | 259.19%-354.4pp |
| Employer contribution / active EE | $0 | $54,473-100.0% | $40,687-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $21,502-100.0% |