| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5+ years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $3,901,973 |
ROCK CREEK GROUP4 years Filed as: THE ROCK CREEK GROUP Service code 28 · EIN 04-3648062 | Investment Management | $3,304,399 |
Filed as: FRANCHISE PARTNERS Service code 28 | Investment Management | $3,138,844 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS Service code 11 · EIN 82-1061233 | Actuarial | $2,832,106 |
OAKTREE CAPITAL MANAGEMENT, L.P.5+ years Service code 28 · EIN 26-0189082 | Investment Management | $2,782,068 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Other fees; Trustee (bank, trust comp... | $2,575,367 |
BERENSON & COMPANY2 years Filed as: BERENSON & COMPANY LLC Service code 50 · EIN 13-4100640 | Direct Payment | $2,384,095 |
BOSTON PARTNERS4 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $1,741,651 |
NISA INVESTMENT ADVISORS, LLC5+ years Service code 28 · EIN 48-1140940 | Investment Management | $1,724,580 |
WILLIAM BLAIR4 years Service code 28 · EIN 47-2614791 | Investment Management | $1,689,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $894,319,009-100.0% | $133,543,011-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 18.90% | 24.48%-5.6pp | 29.77%-10.9pp | 24.48%-5.6pp |
| Employer contribution / active EE | $0 | $9,418-100.0% | $33,607-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $501-100.0% | $96-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $835,310-100.0% | $2,968,729-100.0% |