Filed January 3, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $447,011 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $299,553 |
Filed as: TRANSAMERICA Service code 13 · EIN 42-1484983 | Contract Administrator | $266,057 |
DELAWARE INVESTMENTS2 years Filed as: MACQUARIE INVESTMENT MANAGEMENT ADV Service code 28 · EIN 23-2859590 | Investment Management | $259,968 |
Service code 27 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 631053487 | Advisory (Plan) | $224,339 |
DUFF & PHELPS, LLC4+ years Filed as: DUFF AND PHELPS Service code 27 · EIN 36-3027981 | Advisory (Plan) | $141,270 |
WESTFIELD CAPITAL MANAGEMENT2 years Service code 28 · EIN 80-0175963 | Investment Management | $125,256 |
SEI INVESTMENTS1 year Filed as: COOKE & BIELER, L.P. Service code 27 · EIN 23-3082822 | Advisory (Plan) | $114,549 |
Service code 28 · EIN 13-4164623 | Investment Management | $113,746 |
CLEARBROOK INVESTMENT1 year Filed as: CLEARBROOK INVESTMENT CONSULTANTS Service code 50 · EIN 11-3290218 | Direct Payment | $100,000 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | -1.74% | 13.30%-15.0pp | 4.36%-6.1pp | -0.69%-1.1pp |
| Employer contribution / active EE | $0 | $10,363-100.0% | $27,383-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |