| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 27 · EIN 04-3200030 | Advisory (Plan) | $3,790,610 |
PIMCO FUNDS9+ years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $3,235,827 |
Filed as: FIDELITY INVESTMT INSTIT OP CO INC Service code 15 · EIN 04-2647786 | Recordkeeping | $1,796,396 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JPMORGAN CHASE BANK NA Service code 19 · EIN 13-4994650 | Securities Custodian | $1,376,390 |
ACADIAN ASSET MANAGEMENT LLC9+ years Service code 28 · EIN 04-2929221 | Investment Management | $1,334,696 |
PGIM INVESTMENTS4 years Filed as: PGIM LDI Service code 28 · EIN 22-2540245 | Investment Management | $911,638 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $558,973 |
Filed as: FIDELITY FIAM LLC Service code 28 · EIN 20-1733361 | Investment Management | $504,992 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $393,419 |
REAMS ASSET MANAGEMENT4 years Filed as: REAMS LDI Service code 28 · EIN 43-1925734 | Investment Management | $365,324 |
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 | $13,363-100.0% | $101,802-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.2%-2.2pp |
| Annual return | 8.96% | 8.26%+0.7pp | 9.51%-0.5pp | 9.11%-0.1pp |
| Employer contribution / active EE | $0 | $17,413-100.0% | $23,377-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $769-100.0% | $125-100.0% |