| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $1,148,423 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MNGMT Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $583,892 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES COGENEVA Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $518,869 |
Service code 19 · EIN 93-1799133 | Securities Custodian | $406,089 |
NISA INVESTMENT ADVISORS, LLC3+ years Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $332,087 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METLIFE INVESTMENT MANAGEMENT Service code 51 · EIN 82-2405817 | Investment Mgmt Fees | $317,532 |
BAIRD FUNDS3+ years Filed as: ROBERT W. BAIRD Service code 51 · EIN 39-6037917 | Investment Mgmt Fees | $284,838 |
EARNEST PARTNERS, LLC1 year Filed as: EARNEST PARTNERS Service code 51 · EIN 58-0286669 | Investment Mgmt Fees | $240,596 |
MERCER3+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 51 PO BOX 730182 · DALLAS, TX 753730182 | Investment Mgmt Fees | $170,000 |
THOMPSON, SIEGEL & WALMSLEY3+ years Filed as: THOMPSON SIEGEL & WALMSLEY Service code 51 · EIN 54-0854396 | Investment Mgmt Fees | $89,269 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 2.68% | 10.00%-7.3pp | 5.04%-2.4pp | 9.30%-6.6pp |
| Employer contribution / active EE | $0 | $10,331-100.0% | $26,454-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |