Filed January 3, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,168,001 |
Filed as: TRANSAMERICA Service code 13 · EIN 42-1484983 | Contract Administrator | $439,119 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $308,329 |
DELAWARE INVESTMENTS3 years Filed as: MACQUARIE INVESTMENT MANAGEMENT ADV Service code 28 · EIN 23-2859590 | Investment Management | $265,258 |
Service code 27 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 631053487 | Advisory (Plan) | $229,036 |
BMO HARRIS BANK NA5+ years Filed as: M&T BANK Service code 25 · EIN 16-0538020 | Directed Trustee | $72,707 |
CLEARBROOK INVESTMENT2 years Filed as: CLEARBROOK INVESTMENT CONSULTANTS Service code 50 · EIN 11-3290218 | Direct Payment | $58,333 |
MORGAN LEWIS1 year Filed as: MORGAN LEWIS & BROCKIUS LLC Service code 29 1701 MARKET STREET · PHILADELPHIA, PA 191032921 | Legal | $42,885 |
DUFF & PHELPS, LLC5+ years Filed as: DUFF AND PHELPS Service code 27 · EIN 36-3027981 | Advisory (Plan) | $6,809 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $70,499-100.0% | $50,635-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 6.0%-6.0pp | 47.3%-47.3pp |
| Annual return | -37.38% | 10.98%-48.4pp | 18.06%-55.4pp | 12.16%-49.5pp |
| Employer contribution / active EE | $0 | $48,856-100.0% | $30,411-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $40-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,698-100.0% | $1,675-100.0% | $17,640-100.0% |