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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1 year Filed as: PIMCO LIMITED PARTNER Service code 28 · EIN 32-0494577 | Investment Management | $453,985 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 20-5853753 | Investment Management | $378,866 |
CANYON PARTNERS1 year Filed as: CANYON PARTNERS LLC Service code 28 1370 6TH AVE 30TH FL · NEW YORK, NY 10019 | Investment Management | $249,086 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $248,579 |
SWEETWATER SEC2+ years Service code 28 · EIN 82-5419161 | Investment Management | $240,018 |
APOLLO RESOURCES1 year Service code 28 · EIN 83-1847727 | Investment Management | $228,609 |
MERCER2+ years Service code 27 33 SOUTH 7TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $200,309 |
CRESSY & CO2+ years Service code 28 155 N WACKER DR · CHICAGO, IL 60606 | Investment Management | $196,612 |
CASTLELAKE LP1 year Service code 28 · EIN 86-3111313 | Investment Management | $143,126 |
AUDAX1 year Filed as: AUDAX CAPITAL PARTMERS Service code 28 · EIN 98-1606652 | Investment Management | $113,903 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 10.10% | 8.84%+1.3pp | 12.68%-2.6pp | 9.11%+1.0pp |
| Employer contribution / active EE | $0 | $8,705-100.0% | $41,609-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |