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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY Service code 28 · EIN 33-0629048 | Investment Management | $383,154 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNIS KNUPP Service code 28 · EIN 36-3109431 | Investment Management | $186,041 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $43,861 |
HAM, LANGSTON & BREZINA, LLP1+ years Service code 10 · EIN 76-0448495 | Accounting | $34,376 |
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Employer contribution per participant 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 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 | $82,591-100.0% | $466,275-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 17.6%-17.6pp | 0.8%-0.8pp |
| Annual return | 7.94% | -0.60%+8.5pp | -2.52%+10.5pp | -0.60%+8.5pp |
| Employer contribution / active EE | $0 | $12,272-100.0% | $109,954-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $416-100.0% | $846-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,408-100.0% | $717-100.0% |