| Provider | Service type | Compensation |
|---|---|---|
Filed as: FRANCHISE PARTNERS Service code 28 | Investment Management | $3,306,655 |
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $3,086,239 |
NISA INVESTMENT ADVISORS, LLC1+ years Service code 28 · EIN 48-1140940 | Investment Management | $2,599,903 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $2,534,234 |
BAILLIE GIFFORD OVERSEAS LTD1+ years Service code 28 · EIN 22-3438530 | Investment Management | $2,418,463 |
ROBECO INVESTMENT MANAGEMENT1+ years Service code 28 · EIN 98-0202744 | Investment Management | $2,246,382 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 30-0835489 | Investment Management | $1,724,254 |
ACADIAN ASSET MANAGEMENT LLC1+ years Filed as: ACADIAN Service code 28 · EIN 04-2929221 | Investment Management | $1,644,989 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,514,203 |
PIMCO FUNDS1+ years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $1,332,667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $522,682-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 12.6%-12.6pp | 9.2%-9.2pp |
| Annual return | -3.72% | -0.08%-3.6pp | -3.43%-0.3pp | -0.08%-3.6pp |
| Employer contribution / active EE | $2,818 | $7,991-64.7% | $25,607-89.0% | $7,991-64.7% |
| Participant deferral / active EE | $0 | $325-100.0% | $77-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $13,511-100.0% | $275-100.0% |