| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $984,091 |
SANDS CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 20-2830751 | Investment Management | $877,131 |
FISHER INVESTMENTS3+ years Filed as: FISHER INVESTMENTS, INC. Service code 28 · EIN 94-3029777 | Investment Management | $723,405 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 52-2069785 | Investment Management | $717,037 |
PIER CAPITAL, LLC3+ years Service code 28 · EIN 86-1105603 | Investment Management | $659,237 |
NORTHERN TRUST COMPANY3+ years Service code 24 · EIN 36-1561860 | Discretionary Trustee | $646,628 |
EARNEST PARTNERS, LLC3+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $518,003 |
JP MORGAN SECURITIES LLC3+ years Filed as: JP MORGAN STRATEGIC Service code 28 · EIN 13-6038770 | Investment Management | $504,744 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $403,601 |
Service code 28 · EIN 33-1077887 | Investment Management | $387,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $21,578,776-100.0% | $1,035,159-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 0.0%0pp |
| Annual return | 7.79% | -1.84%+9.6pp | -61.72%+69.5pp | 33.37%-25.6pp |
| Employer contribution / active EE | $35,269 | $20,811+69.5% | $47,703-26.1% | $11,253+213.4% |
| Participant deferral / active EE | $0 | $3,271-100.0% | $135-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $5,792-100.0% | $99,113-100.0% |