Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $40,366 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $25,974 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT Service code 13 · EIN 36-2235791 | Contract Administrator | $24,178 |
DODGE & COX4+ years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $16,578 |
Filed as: GMO EDO FUND Service code 27 · EIN 27-2982895 | Advisory (Plan) | $15,793 |
GRANT THORNTON LLP4+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $14,425 |
ABB BUSINESS SERVICES4+ years Service code 27 · EIN 36-3100018 | Advisory (Plan) | $14,317 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN ADVISORY Service code 27 · EIN 46-1017637 | Advisory (Plan) | $12,416 |
AMERICAN REALTY ADVISORS2 years Filed as: MACKAY SHIELDS HYAC FUND Service code 27 · EIN 26-4248749 | Advisory (Plan) | $10,581 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $10,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | -4.52% | -2.83%-1.7pp | 12.68%-17.2pp | 10.56%-15.1pp |
| Employer contribution / active EE | $0 | $11,770-100.0% | $22,860-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |