| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 47-4102851 | Investment Management | $4,506,670 |
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $4,506,670 |
Filed as: INDEPENDENT FRANCHISE PARTNERS Service code 28 · EIN 98-0682628 | Investment Management | $2,693,841 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 15 · EIN 53-0181291 | Recordkeeping | $2,245,114 |
THE BANK OF NEW YORK MELLON4 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $2,193,485 |
CRESTVIEW III, LLP1 year Service code 28 · EIN 82-4071574 | Investment Management | $2,034,492 |
NISA INVESTMENT ADVISORS, LLC10+ years Service code 28 · EIN 48-1140940 | Investment Management | $1,803,840 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $1,706,700 |
AON CONSULTING4 years Filed as: AON CONSULTING INC. Service code 16 · EIN 36-2235791 | Consulting | $1,640,699 |
3M COMPANY10+ years Service code 14 · EIN 41-0417775 | Plan Administrator | $1,544,220 |
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 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -16.05% | 8.48%-24.5pp | 5.04%-21.1pp | 8.48%-24.5pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $26,454-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $78-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |