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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $2,062,317 |
PGIM INVESTMENTS10+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 52-2069785 | Investment Management | $983,147 |
NORTHERN TRUST COMPANY10+ years Service code 24 · EIN 36-1561860 | Discretionary Trustee | $858,082 |
ALLIANCE PENSION CONSULTANTS, LLC10+ years Filed as: BATTELLE ENERGY ALLIANCE, LLC Service code 14 · EIN 68-0588324 | Plan Administrator | $516,816 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $429,057 |
SANDS CAPITAL MANAGEMENT, LLC10+ years Service code 28 · EIN 20-2830751 | Investment Management | $344,487 |
FISHER INVESTMENTS10+ years Filed as: FISHER INVESTMENTS, INC. Service code 28 · EIN 94-3029777 | Investment Management | $274,359 |
JP MORGAN SECURITIES LLC10+ years Filed as: JP MORGAN STRATEGIC Service code 28 · EIN 13-6038770 | Investment Management | $255,563 |
QUANTITATIVE MANAGEMENT ASSOCIATES10+ years Service code 28 · EIN 33-1077887 | Investment Management | $223,760 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3966500 | Investment Management | $206,718 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $0 | $490,217-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.0%-35.0pp | 0.0%0pp |
| Annual return | 0.66% | 10.61%-9.9pp | 7.21%-6.5pp | 10.61%-9.9pp |
| Employer contribution / active EE | $0 | $15,605-100.0% | $39,652-100.0% | $15,605-100.0% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $95-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | $28,496-100.0% | - |