| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $532,960 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 27 · EIN 22-1211670 | Advisory (Plan) | $269,501 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $191,373-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.3%-2.3pp |
| Annual return | 4.75% | 9.42%-4.7pp | 8.46%-3.7pp | 37.77%-33.0pp |
| Employer contribution / active EE | $31,746 | $16,284+95.0% | $25,175+26.1% | $15,798+100.9% |
| Participant deferral / active EE | $0 | $512-100.0% | $181-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $730-100.0% | $9,287-100.0% |