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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $176,278 |
PIMCO FUNDS2+ years Filed as: ALLIANZ-PIMCO TOTAL RETURN Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $34,129 |
AB FUNDS2+ years Filed as: LOOMIS LARGE CAP GROWTH Service code 27 · EIN 04-3200030 | Advisory (Plan) | $13,163 |
BAIRD INSURANCE SERVICES INC2+ years Filed as: BAIRD MID CAP GROWTH Service code 28 P.O. BOX 701 · MILWAUKEE, WI 532010701 | Investment Management | $7,545 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $8,161,284-100.0% | $2,066,441-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.6%-0.6pp |
| Annual return | 16.98% | 11.11%+5.9pp | 10.57%+6.4pp | 11.45%+5.5pp |
| Employer contribution / active EE | $0 | $4,670-100.0% | $18,335-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $103-100.0% | $5-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $34,116-100.0% | $8,713-100.0% | $15,480-100.0% |