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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 36-3109431 | Investment Management | $135,000 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $80,006 |
PIMCO FUNDS9+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY Service code 28 · EIN 33-0629048 | Investment Management | $75,236 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 28 · EIN 12-3957095 | Investment Management | $72,268 |
HAM, LANGSTON & BREZINA, LLP7 years Service code 10 · EIN 76-0448495 | Accounting | $50,820 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN GARRIS, LLC Service code 10 · EIN 36-4565693 | Accounting | $15,000 |
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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 | $943,036-100.0% | $943,036-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | -0.49% | 4.96%-5.4pp | 5.62%-6.1pp | 13.05%-13.5pp |
| Employer contribution / active EE | $0 | $47,340-100.0% | $37,825-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $48-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $31,365-100.0% |