Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP4+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $14,425 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $8,974 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT Service code 13 · EIN 36-2235791 | Contract Administrator | $8,351 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $5,868 |
DODGE & COX4+ years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $3,573 |
Filed as: GMO EDO FUND Service code 27 · EIN 27-2982895 | Advisory (Plan) | $3,548 |
Filed as: MARATHON ASSET MANAGEMENT LLC Service code 27 · EIN 95-4328983 | Advisory (Plan) | $1,924 |
NEUBERGER BERMAN2 years Service code 27 · EIN 61-1591182 | Advisory (Plan) | $1,530 |
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 | -4.67% | -2.83%-1.8pp | 12.68%-17.4pp | 10.56%-15.2pp |
| 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% |