| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $819,278 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $267,293 |
THE BANK OF NEW YORK MELLON2 years Service code 21 · EIN 13-5160382 | Bank Trustee | $178,069 |
LEGAL & GENERAL INVESTMENT3+ years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $121,784 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $17,881 |
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.
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 | $18,026,966-100.0% | $311,837-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -8.20% | -4.35%-3.8pp | 4677.09%-4685.3pp | 0.19%-8.4pp |
| Employer contribution / active EE | $0 | $11,736-100.0% | $49,501-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $0 | $312-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | - | $426-100.0% |