| Provider | Service type | Compensation |
|---|---|---|
Service code 56 | Non-monetary compensation | $10,534,600 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $7,026,981 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 15 · EIN 53-0181291 | Recordkeeping | $2,890,140 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $2,638,770 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $1,794,732 |
AON CONSULTING3 years Filed as: AON CONSULTING INC. Service code 11 · EIN 36-2235791 | Actuarial | $1,756,377 |
NISA INVESTMENT ADVISORS, LLC9+ years Service code 28 · EIN 48-1140940 | Investment Management | $1,662,822 |
3M COMPANY9+ years Service code 14 · EIN 41-0417775 | Plan Administrator | $1,637,568 |
Filed as: INDEPENDENT FRANCHISE PARTNERS (FRA Service code 28 · EIN 98-0682628 | Investment Management | $1,454,652 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $1,451,533 |
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 | $182,032-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 0.0%0pp |
| Annual return | 11.94% | 33.11%-21.2pp | 7.69%+4.3pp | 33.11%-21.2pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $28,501-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $49-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $51,246-100.0% | - |