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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY Service code 28 · EIN 33-0629048 | Investment Management | $99,008 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $41,474 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $12,203 |
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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 | $217,367-100.0% | $1,867,444-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 25.7%-25.7pp | 11.3%-11.3pp | 45.9%-45.9pp |
| Annual return | 14.38% | 5.61%+8.8pp | 9.84%+4.5pp | 10.21%+4.2pp |
| Employer contribution / active EE | $0 | $71,462-100.0% | $50,102-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $787-100.0% | $612-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $817-100.0% | $18,647-100.0% | $13,518-100.0% |