| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $4,323,983 |
Filed as: INDEPENDENT FRANCHISE PARTNERS, LLP Service code 28 · EIN 98-0682628 | Investment Management | $3,909,628 |
ROCK CREEK GROUP1 year Filed as: THE ROCK CREEK GROUP, LP Service code 28 · EIN 04-3648062 | Investment Management | $3,526,281 |
OAKTREE CAPITAL MANAGEMENT, L.P.7+ years Service code 28 · EIN 26-0189082 | Investment Management | $3,513,002 |
ALIGHT SOLUTIONS LLC1 year Filed as: TEMPO HOLDING COMPANY, LLC (ALIGHT) Service code 15 · EIN 82-1061233 | Recordkeeping | $3,052,169 |
BERENSON & COMPANY5 years Service code 16 · EIN 13-4100640 | Consulting | $2,403,232 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS (ROBECO INV. MGMT.) Service code 28 · EIN 98-0202744 | Investment Management | $2,335,923 |
NISA INVESTMENT ADVISORS, LLC7+ years Service code 28 · EIN 48-1140940 | Investment Management | $2,155,584 |
Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $2,123,455 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $2,098,171 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,551-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.0%0pp |
| Annual return | 3.48% | 13.51%-10.0pp | 7.32%-3.8pp | 13.51%-10.0pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $23,426-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $107-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $9,522-100.0% | - |