| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP7+ years Service code 10 · EIN 13-5381590 | Accounting | $77,234 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY LLC Service code 28 · EIN 95-2632339 | Investment Management | $18,193 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $15,196 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $12,945 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC. Service code 28 · EIN 13-3200244 | Investment Management | $10,026 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $377,855-100.0% | $375,279-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 38.5%-38.5pp | 36.7%-36.7pp | 37.6%-37.6pp |
| Annual return | -95.24% | 9.93%-105.2pp | 9.78%-105.0pp | 9.30%-104.5pp |
| Employer contribution / active EE | $0 | $49,425-100.0% | $46,889-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,392-100.0% | $5,665-100.0% | $12,596-100.0% |