Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $40,875 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $29,911 |
Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $29,514 |
Filed as: GMO EDO FUND Service code 27 · EIN 27-2982895 | Advisory (Plan) | $29,397 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY Service code 27 · EIN 46-1017637 | Advisory (Plan) | $23,411 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $21,198 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $16,500 |
DODGE & COX3+ years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $14,744 |
Service code 27 · EIN 95-4328983 | Advisory (Plan) | $14,246 |
Service code 27 · EIN 04-3300754 | Advisory (Plan) | $12,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 11.14% | 5.28%+5.9pp | 16.78%-5.6pp | 10.21%+0.9pp |
| Employer contribution / active EE | $0 | $35,590-100.0% | $26,328-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |