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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY Service code 28 · EIN 33-0629048 | Investment Management | $96,430 |
AON CONSULTING5+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $69,007 |
HAM, LANGSTON & BREZINA, LLP3 years Service code 10 · EIN 76-0448495 | Accounting | $15,520 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $15,408 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN GARRIS, LLC Service code 10 · EIN 36-4565693 | Accounting | $5,500 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $793,067-100.0% | $793,067-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 18.2%-18.2pp | 9.1%-9.1pp | 43.0%-43.0pp |
| Annual return | 13.10% | 3.18%+9.9pp | 10.21%+2.9pp | 259.17%-246.1pp |
| Employer contribution / active EE | $0 | $54,473-100.0% | $40,687-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $21,502-100.0% |