| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP5+ years Service code 10 · EIN 13-5381590 | Accounting | $66,850 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY LLC Service code 28 · EIN 33-0629048 | Investment Management | $17,022 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $12,124 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC. Service code 28 · EIN 13-3200244 | Investment Management | $9,059 |
THE SEGAL COMPANY1 year Filed as: SIBSON CONSULTING Service code 16 · EIN 04-2956583 | Consulting | $7,200 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $5,078 |
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 | $40,848-100.0% | $346,182-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 20.3%-20.3pp | 52.1%-52.1pp | 13.0%-13.0pp |
| Annual return | 21.90% | 22.30%-0.4pp | 13.48%+8.4pp | 13.59%+8.3pp |
| Employer contribution / active EE | $0 | $18,386-100.0% | $47,067-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $11-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $14,572-100.0% | $29,657-100.0% |