| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 27 · EIN 04-3200030 | Advisory (Plan) | $4,188,964 |
PIMCO FUNDS7+ years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $3,799,459 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMORGAN CHASE BANK NA Service code 19 · EIN 13-4994650 | Securities Custodian | $1,698,366 |
Filed as: FIDELITY INVESTMT INSTIT OP CO INC Service code 15 · EIN 04-2647786 | Recordkeeping | $1,598,102 |
ACADIAN ASSET MANAGEMENT LLC7+ years Service code 28 · EIN 04-2929221 | Investment Management | $1,329,561 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $818,809 |
PGIM INVESTMENTS2 years Filed as: PGIM LDI Service code 28 · EIN 22-2540245 | Investment Management | $803,660 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET GLOBAL ADVISOR TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $603,490 |
Filed as: FIDELITY FIAM LLC Service code 28 · EIN 20-1733361 | Investment Management | $516,697 |
REAMS ASSET MANAGEMENT2 years Filed as: REAMS LDI Service code 28 · EIN 43-1925734 | Investment Management | $485,680 |
Employer contribution per participant 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 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 | $444,552-100.0% | $38,981-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.7%-3.7pp |
| Annual return | 5.16% | 8.42%-3.3pp | 11.38%-6.2pp | 15.63%-10.5pp |
| Employer contribution / active EE | $0 | $5,390-100.0% | $18,467-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $71-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $786-100.0% | $429-100.0% |