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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. Service code 13 · EIN 04-2647786 | Contract Administrator | $402,139 |
BLACKROCK4 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $229,905 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $170,404 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $86,034 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $61,295 |
KPMG LLP7 years Service code 10 · EIN 13-5565207 | Accounting | $42,000 |
DODGE & COX5 years Service code 28 · EIN 94-1441976 | Investment Management | $29,214 |
DIMENSIONAL FUND ADVISORS5 years Filed as: DIMENTIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $16,953 |
Filed as: NOMURA CORP RSRCH AND MGMT INC Service code 27 · EIN 13-3607885 | Advisory (Plan) | $15,431 |
JENNER & BLOCK LLP6 years Service code 29 · EIN 36-2192554 | Legal | $11,565 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -21.19% | 1.88%-23.1pp | -5.12%-16.1pp | 2.78%-24.0pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |