| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $818,149 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $322,890 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $216,544 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $15,014 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $500,101-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 21.3%-21.3pp | 1.8%-1.8pp |
| Annual return | 14.61% | 7.18%+7.4pp | 2.08%+12.5pp | 7.18%+7.4pp |
| Employer contribution / active EE | $0 | $13,095-100.0% | $47,324-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $385-100.0% | $78-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $1,916-100.0% | $362-100.0% |