| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $3,484,242 |
Filed as: ROBECO INVESTMENT MANAGEMENT (BOSTO Service code 28 · EIN 98-0202744 | Investment Management | $3,015,815 |
Filed as: FRANCHISE PARTNERS Service code 28 · EIN 98-0682628 | Investment Management | $1,917,333 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Shareholder servicing fees; Custodial... | $1,900,211 |
NISA INVESTMENT ADVISORS, LLC8+ years Service code 28 · EIN 48-1140940 | Investment Management | $1,898,272 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $1,746,510 |
Filed as: OAKTREE STRATEGIC CREDIT Service code 28 · EIN 26-0189082 | Investment Management | $1,705,480 |
BAILLIE GIFFORD OVERSEAS LTD8+ years Service code 28 · EIN 22-3438530 | Investment Management | $1,695,795 |
3M COMPANY8+ years Service code 14 · EIN 41-0417775 | Plan Administrator | $1,692,027 |
ALIGHT SOLUTIONS LLC2 years Filed as: TEMPO HOLDING COMPANY, LLC (ALIGHT) Service code 15 · EIN 82-1061233 | Recordkeeping | $1,612,801 |
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 | $1,469,698-100.0% | $213,834-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -16.59% | 7.68%-24.3pp | -5.12%-11.5pp | 7.68%-24.3pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $31,020-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $101-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $2,852-100.0% | $19,323-100.0% |