| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 27 · EIN 04-3200030 | Advisory (Plan) | $3,881,018 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $3,627,593 |
Filed as: FIDELITY INVESTMT INSTIT OP CO INC Service code 15 · EIN 04-2647786 | Recordkeeping | $1,961,890 |
ACADIAN ASSET MANAGEMENT LLC6+ years Service code 28 · EIN 04-2929221 | Investment Management | $1,064,376 |
PGIM INVESTMENTS1 year Filed as: PGIM LDI Service code 28 · EIN 22-2540245 | Investment Management | $834,084 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISOR TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid indir... | $668,504 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE BANK NA Service code 19 · EIN 13-4994650 | Securities Custodian | $648,208 |
GOLDMAN SACHS6+ years Filed as: GOLDMAN SACHS ASSET MANAGMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $461,416 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $458,338 |
Filed as: FIDELITY FIAM LLC Service code 28 · EIN 20-1733361 | Investment Management | $443,930 |
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 | $0 | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.0%0pp |
| Annual return | 14.42% | 11.99%+2.4pp | 10.57%+3.8pp | 12.86%+1.6pp |
| Employer contribution / active EE | $0 | $6,238-100.0% | $18,335-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $5-100.0% | $5-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $8,713-100.0% | - |