| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $1,239,425 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES COGENEVA Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $691,502 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MNGMT Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $600,697 |
BMO HARRIS BANK NA1+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $417,534 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD Service code 51 · EIN 39-6037917 | Investment Mgmt Fees | $384,424 |
THOMPSON, SIEGEL & WALMSLEY1+ years Filed as: THOMPSON SIEGEL & WALMSLEY Service code 51 · EIN 54-0854396 | Investment Mgmt Fees | $380,244 |
RIDGEWORTH1+ years Filed as: GENEVA CAPITAL MANAGEMENT LTD Service code 51 · EIN 39-1567956 | Investment Mgmt Fees | $356,799 |
NISA INVESTMENT ADVISORS, LLC1+ years Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $341,474 |
HARDMAN JOHNSTON GLOBAL ADVISORS1+ years Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $319,687 |
WEATHERBIE CAPITAL LLC1+ years Service code 51 · EIN 02-0484484 | Investment Mgmt Fees | $303,713 |
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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -21.59% | 87.23%-108.8pp | -5.12%-16.5pp | 23.41%-45.0pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |