| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS8+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,330,559 |
PGIM INVESTMENTS8+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 52-2069785 | Investment Management | $1,000,707 |
NORTHERN TRUST COMPANY8+ years Service code 24 · EIN 36-1561860 | Discretionary Trustee | $651,346 |
Filed as: BATTELLE ENERGY ALLIANCE, LLC Service code 14 · EIN 68-0588324 | Plan Administrator | $514,177 |
FISHER INVESTMENTS8+ years Filed as: FISHER INVESTMENTS, INC. Service code 28 · EIN 94-3029777 | Investment Management | $472,238 |
SANDS CAPITAL MANAGEMENT, LLC8+ years Service code 28 · EIN 20-2830751 | Investment Management | $435,454 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $383,021 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $379,190 |
PIER CAPITAL, LLC8+ years Service code 28 · EIN 86-1105603 | Investment Management | $334,330 |
EARNEST PARTNERS, LLC8+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $282,152 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $13,363-100.0% | $306,246-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 62.9%-62.9pp | 2.2%-2.2pp |
| Annual return | 6.70% | 9.11%-2.4pp | 35.16%-28.5pp | 9.11%-2.4pp |
| Employer contribution / active EE | $7,661 | $12,231-37.4% | $46,401-83.5% | $12,231-37.4% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $72-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $4,448-100.0% | $125-100.0% |