| Provider | Service type | Compensation |
|---|---|---|
PACIFIC GLOBAL ADVISORS1+ years Service code 27 · EIN 80-0717139 | Advisory (Plan) | $3,985,113 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 14 · EIN 04-2647786 | Plan Administrator | $1,452,940 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,206,733 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $545,568 |
BLACKROCK1+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3459661 | Investment Management | $534,255 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON Service code 28 · EIN 44-6201673 | Investment Management | $467,543 |
PYRFORD INTERNATIONAL LTD1+ years Filed as: PYRFORD INTERNATIONAL Service code 28 · EIN 98-0651721 | Investment Management | $394,199 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $334,303 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MANAGEMENT COMPAN Service code 28 · EIN 80-0175963 | Investment Management | $266,816 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $164,200 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $14,096,330-100.0% | $19,623-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | -1.27% | -1.77%+0.5pp | -0.97%-0.3pp | 1.67%-2.9pp |
| Employer contribution / active EE | $28,680 | $14,084+103.6% | $22,441+27.8% | $10,506+173.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $183-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $2,730-100.0% | $66,276-100.0% |