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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 18 · EIN 94-1687665 | Investment management; Investment man... | $156,456 |
PIMCO FUNDS5+ years Filed as: ALLIANZ-PIMCO TOTAL RETURN Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $34,011 |
AB FUNDS4 years Filed as: LOOMIS LARGE CAP GROWTH Service code 27 · EIN 04-3200030 | Advisory (Plan) | $11,908 |
BAIRD INSURANCE SERVICES INC2 years Filed as: BAIRD MID CAP GROWTH Service code 28 P.O. BOX 701 · MILWAUKEE, WI 532010701 | Investment Management | $7,423 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $38,981-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.6%-3.6pp |
| Annual return | 10.02% | 14.66%-4.6pp | 11.38%-1.4pp | 11.84%-1.8pp |
| Employer contribution / active EE | $0 | $10,832-100.0% | $18,467-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $71-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $786-100.0% | $409-100.0% |