| Provider | Service type | Compensation |
|---|---|---|
Filed as: BNY MELLON MANAGEMENT NA Service code 28 · EIN 25-6078093 | Investment Management | $2,604,436 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE Service code 15 · EIN 53-0181291 | Recordkeeping | $2,435,310 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 · EIN 95-2705767 | Investment Management | $1,158,704 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,013,944 |
Filed as: METLIFE Service code 12 · EIN 13-5581829 | Claims processing; Direct payment fro... | $780,052 |
Filed as: NISA INVESTMENT ADVISORS, L.L.C. Service code 28 · EIN 48-1140940 | Investment Management | $718,338 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Direct paymen... | $489,820 |
BLACKROCK3+ years Filed as: BLACKROCK INTERNATIONAL LIMITED Service code 28 · EIN 06-1543710 | Investment Management | $428,383 |
MERCER3+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $213,335 |
ALBOURNE AMERICA LLC3+ years Service code 16 · EIN 91-2164625 | Consulting | $100,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -1.24% | -3.49%+2.3pp | 4.36%-5.6pp | 0.19%-1.4pp |
| Employer contribution / active EE | $0 | $17,891-100.0% | $27,383-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |