| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $65,000 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY LLC Service code 28 · EIN 33-0629048 | Investment Management | $30,190 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $14,740 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $12,104 |
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 | $29,685-100.0% | $264,156-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 18.4%-18.4pp | 45.6%-45.6pp | 12.6%-12.6pp |
| Annual return | 8.78% | 4.97%+3.8pp | 4.74%+4.0pp | 4.56%+4.2pp |
| Employer contribution / active EE | $0 | $17,970-100.0% | $46,220-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $141-100.0% | $248-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $12,050-100.0% | $1,711-100.0% |