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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,021,970 |
Filed as: PRUDENTIAL RETIREMENT INS AND AN CO Service code 14 · EIN 06-1050034 | Plan Administrator | $590,789 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 36-3145972 | Investment Management | $471,419 |
Filed as: WALTER SCOTT & PARTNERS, LTD Service code 28 · EIN 54-0357120 | Investment Management | $261,335 |
HEXAVEST INC.3 years Filed as: HEXAVEST Service code 28 · EIN 27-4751870 | Investment Management | $229,325 |
CALLAN ASSOCIATES1 year Filed as: CALLAN LLC Service code 17 · EIN 94-2192581 | Pension Consulting | $210,000 |
NORTHERN TRUST COMPANY3 years Service code 25 · EIN 36-1561860 | Directed Trustee | $157,827 |
CARDINAL INVESTMENT ADVISORS2 years Service code 27 · EIN 36-4464580 | Advisory (Plan) | $86,250 |
WILLIS TOWERS WATSON US LLC2 years Service code 15 · EIN 26-0775680 | Recordkeeping | $54,817 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 4.82% | 9.48%-4.7pp | 9.52%-4.7pp | 12.86%-8.0pp |
| Employer contribution / active EE | $0 | $12,808-100.0% | $41,951-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |