| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2+ years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $3,330,064 |
Filed as: FRANCHISE PARTNERS Service code 28 | Investment Management | $3,116,333 |
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $3,077,207 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $2,845,574 |
NISA INVESTMENT ADVISORS, LLC2+ years Service code 28 · EIN 48-1140940 | Investment Management | $2,469,621 |
BLACKSTONE2+ years Filed as: GSO CAPITAL OPPORTUNITIES Service code 28 · EIN 98-0682501 | Investment Management | $2,326,627 |
BAILLIE GIFFORD OVERSEAS LTD2+ years Service code 28 · EIN 22-3438530 | Investment Management | $2,289,384 |
OAKTREE CAPITAL MANAGEMENT, L.P.2+ years Service code 28 · EIN 26-0189082 | Investment Management | $2,190,172 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $1,979,479 |
ACADIAN ASSET MANAGEMENT LLC2+ years Filed as: ACADIAN Service code 28 · EIN 04-2919221 | Investment Management | $1,588,764 |
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 | $40,289-100.0% | $151,941-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 4.2%-4.2pp |
| Annual return | 5.00% | 7.02%-2.0pp | 5.44%-0.4pp | 10.64%-5.6pp |
| Employer contribution / active EE | $20,442 | $9,548+114.1% | $25,481-19.8% | $11,561+76.8% |
| Participant deferral / active EE | $0 | $399-100.0% | $65-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $11,765-100.0% | $312-100.0% |