| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP6+ years Service code 10 · EIN 13-5381590 | Accounting | $102,850 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $21,381 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY LLC Service code 28 · EIN 95-2632339 | Investment Management | $18,670 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $13,714 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC. Service code 28 · EIN 13-3200244 | Investment Management | $10,479 |
THE SEGAL COMPANY2 years Filed as: SIBSON CONSULTING Service code 16 · EIN 04-2956583 | Consulting | $9,020 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $5,866 |
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 | $172,651-100.0% | $305,030-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 44.7%-44.7pp | 13.5%-13.5pp |
| Annual return | 16.53% | 9.18%+7.3pp | 380.71%-364.2pp | 9.29%+7.2pp |
| Employer contribution / active EE | $0 | $20,046-100.0% | $45,089-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |