| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $65,375 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY LLC Service code 28 · EIN 33-0629048 | Investment Management | $28,468 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $14,583 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $11,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,192-100.0% | $252,559-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 50.9%-50.9pp | 15.7%-15.7pp |
| Annual return | -1.86% | -1.30%-0.6pp | -1.68%-0.2pp | -7.14%+5.3pp |
| Employer contribution / active EE | $0 | $17,978-100.0% | $44,959-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $0 | $330-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,033-100.0% | $12,994-100.0% | $1,191-100.0% |