| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $967,231 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MNGMT Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $542,785 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES COGENEVA Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $498,769 |
EARNEST PARTNERS, LLC2+ years Filed as: EARNST PARTNERS Service code 51 · EIN 58-0286669 | Investment Mgmt Fees | $402,178 |
BMO HARRIS BANK NA1 year Filed as: BMO BANK NA Service code 19 · EIN 36-2085229 | Securities Custodian | $399,966 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE INVESTMENT MANAGEMENT Service code 51 · EIN 82-2405817 | Investment Mgmt Fees | $367,098 |
BAIRD FUNDS2+ years Filed as: ROBERT W. BAIRD Service code 51 · EIN 39-6037917 | Investment Mgmt Fees | $359,792 |
NISA INVESTMENT ADVISORS, LLC2+ years Service code 51 · EIN 48-1140940 | Investment Mgmt Fees | $310,907 |
RIDGEWORTH2+ years Filed as: GENEVA CAPITAL MANAGEMENT LTD Service code 51 · EIN 39-1567956 | Investment Mgmt Fees | $250,089 |
THOMPSON, SIEGEL & WALMSLEY2+ years Filed as: THOMPSON SIEGEL & WALMSLEY Service code 51 · EIN 54-0854396 | Investment Mgmt Fees | $244,164 |
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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 10.48% | 10.30%+0.2pp | 7.69%+2.8pp | 9.11%+1.4pp |
| Employer contribution / active EE | $0 | $9,006-100.0% | $28,501-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |