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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 18 · EIN 94-1687665 | Investment management; Custodial (oth... | $147,037 |
PIMCO FUNDS6+ years Filed as: ALLIANZ-PIMCO TOTAL RETURN Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $34,595 |
AB FUNDS5 years Filed as: LOOMIS LARGE CAP GROWTH Service code 27 · EIN 04-3200030 | Advisory (Plan) | $7,527 |
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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 | $46,984-100.0% | $75,030-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 5.6%-5.6pp |
| Annual return | -16.05% | -5.85%-10.2pp | -2.63%-13.4pp | 39.82%-55.9pp |
| Employer contribution / active EE | $0 | $11,714-100.0% | $29,813-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $18-100.0% | $8-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $838-100.0% | $62-100.0% |