| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4+ years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $3,496,697 |
Filed as: FRANCHISE PARTNERS Service code 28 | Investment Management | $3,075,708 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS Service code 11 · EIN 82-1061233 | Actuarial | $2,639,306 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Trustee... | $2,636,705 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,183,131 |
BAILLIE GIFFORD OVERSEAS LTD4+ years Service code 28 · EIN 22-3438530 | Investment Management | $2,173,441 |
BERENSON & COMPANY1 year Filed as: BERENSON & COMPANY LLC Service code 50 · EIN 13-4100640 | Direct Payment | $2,102,456 |
NISA INVESTMENT ADVISORS, LLC4+ years Service code 28 · EIN 48-1140940 | Investment Management | $1,940,932 |
ROCK CREEK GROUP3 years Filed as: THE ROCK CREEK GROUP Service code 28 · EIN 04-3648062 | Investment Management | $1,927,158 |
BOSTON PARTNERS3 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $1,815,605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 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 | $7,764,297-100.0% | $157,466-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -1.99% | -1.95%0pp | 12.68%-14.7pp | -1.95%0pp |
| Employer contribution / active EE | $0 | $9,243-100.0% | $22,860-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $123-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $2,825-100.0% | $62,356-100.0% |