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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 13 · EIN 04-1590850 | Contract Administrator | $350,697 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $286,108 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $209,036 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $117,763 |
PNC BANK, N.A.4+ years Filed as: PNC Service code 28 · EIN 34-1111088 | Investment Management | $89,548 |
HIGHLAND CONSULTING ASSOCIATES4+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 17 · EIN 34-1753575 | Pension Consulting | $84,736 |
Filed as: PRUDENTIAL Service code 23 · EIN 22-1211670 | Insurance services | $10,722 |
THE BERWYN GROUP3 years Service code 52 · EIN 34-1672337 | Indirect Investment Fees | $943 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3209613 | Indirect Investment Fees | $0 |
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Annual investment return 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.
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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -7.83% | 201.32%-209.1pp | 12.68%-20.5pp | 33.37%-41.2pp |
| Employer contribution / active EE | $72,202 | $10,877+563.8% | $22,860+215.8% | $11,253+541.6% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |