| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS6+ years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $4,602,908 |
OAKTREE CAPITAL MANAGEMENT, L.P.6+ years Service code 28 · EIN 26-0189082 | Investment Management | $4,446,318 |
Filed as: FRANCHISE PARTNERS, LLP Service code 28 | Investment Management | $3,285,268 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $2,447,400 |
ROCK CREEK GROUP5 years Filed as: THE ROCK CREEK GROUP Service code 28 · EIN 04-3648062 | Investment Management | $2,417,953 |
BERENSON & COMPANY3 years Filed as: BERENSON & COMPANY LLC Service code 50 · EIN 13-4100640 | Direct Payment | $2,409,984 |
NISA INVESTMENT ADVISORS, LLC6+ years Service code 28 · EIN 48-1140940 | Investment Management | $2,032,259 |
WILLIAM BLAIR5 years Service code 28 · EIN 47-2614791 | Investment Management | $1,934,122 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $1,918,975 |
BAILLIE GIFFORD OVERSEAS LTD6+ years Service code 28 · EIN 22-3438530 | Investment Management | $1,886,194 |
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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 10.95% | 13.80%-2.8pp | -2.84%+13.8pp | 13.80%-2.8pp |
| Employer contribution / active EE | $0 | $10,386-100.0% | $33,329-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $51-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |