Filed October 27, 2014
Total covered: 120 employees
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2 years Filed as: PIMCO Service code 27 · EIN 95-2632339 | Advisory (Plan) | $882,972 |
ENNIS, PELLUM & ASSOCIATES5 years Filed as: ENNIS PELLUM & ASSOCIATES CPA Service code 10 · EIN 59-1843700 | Accounting | $244,183 |
FID INV INST OPS CO2 years Filed as: FID MGMT TRUST CO Service code 21 · EIN 04-2723880 | Bank Trustee | $243,488 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 13 · EIN 84-0467907 | Contract Administrator | $115,484 |
FID INV INST OPS CO2 years Service code 11 · EIN 04-3532603 | Actuarial | $114,411 |
NATIONAL FINANCIAL PARTNERS2 years Filed as: NATIONAL FINANCIAL PARTNERS CORP Service code 27 · EIN 13-4029115 | Advisory (Plan) | $104,165 |
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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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 18.15% | 11.94%+6.2pp | 6.70%+11.5pp | 8.76%+9.4pp |
| Employer contribution / active EE | $0 | $15,564-100.0% | $25,217-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |