| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS9+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,174,682 |
PGIM INVESTMENTS9+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 52-2069785 | Investment Management | $1,003,639 |
NORTHERN TRUST COMPANY9+ years Service code 24 · EIN 36-1561860 | Discretionary Trustee | $705,515 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $427,613 |
FISHER INVESTMENTS9+ years Filed as: FISHER INVESTMENTS, INC. Service code 28 · EIN 94-3029777 | Investment Management | $369,891 |
SANDS CAPITAL MANAGEMENT, LLC9+ years Service code 28 · EIN 20-2830751 | Investment Management | $293,751 |
PIER CAPITAL, LLC9+ years Service code 28 · EIN 86-1105603 | Investment Management | $253,386 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $236,766 |
EARNEST PARTNERS, LLC9+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $210,146 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $132,925 |
Employer contribution per participant 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 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 22.65% | 8.15%+14.5pp | 8.04%+14.6pp | 8.76%+13.9pp |
| Employer contribution / active EE | $12,903 | $60,767-78.8% | $42,693-69.8% | $16,664-22.6% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |