| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1+ years Filed as: PIMCO INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $1,346,594 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $914,140 |
LAZARD ASSET MANAGEMENT1+ years Service code 28 · EIN 05-0530199 | Investment Management | $370,603 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $306,149 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $302,512 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, LLC Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $300,656 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 28 · EIN 95-2755361 | Investment Management | $291,215 |
IAM & AW1+ years Service code 14 · EIN 52-1351022 | Plan Administrator | $289,373 |
Filed as: PYRAMIS GLOBAL ADVISOR HOLDING Service code 28 · EIN 04-3532603 | Investment Management | $203,436 |
Filed as: CENTER COAST CAPITAL ADVISOR LP Service code 28 · EIN 20-8780280 | Investment Management | $145,016 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | -3.51% | -0.74%-2.8pp | -1.08%-2.4pp | -0.60%-2.9pp |
| Employer contribution / active EE | $8,896 | $12,555-29.1% | $35,779-75.1% | $12,272-27.5% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |