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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY Service code 28 · EIN 33-0629048 | Investment Management | $72,453 |
AON CONSULTING6+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $46,409 |
HAM, LANGSTON & BREZINA, LLP4 years Service code 10 · EIN 76-0448495 | Accounting | $16,995 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $15,986 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN GARRIS, LLC Service code 10 · EIN 36-4565693 | Accounting | $7,280 |
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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 | $861,422-100.0% | $861,422-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 14.3%-14.3pp | 37.6%-37.6pp |
| Annual return | -1.43% | 3.34%-4.8pp | 6.57%-8.0pp | 9.30%-10.7pp |
| Employer contribution / active EE | $0 | $46,945-100.0% | $34,489-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $12,596-100.0% |