| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $607,453 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 27 · EIN 22-1211670 | Advisory (Plan) | $282,925 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 4.05% | 3.60%+0.4pp | 4.95%-0.9pp | 8.76%-4.7pp |
| Employer contribution / active EE | $50,505 | $20,793+142.9% | $20,917+141.5% | $16,664+203.1% |
| Participant deferral / active EE | $0 | $598-100.0% | $188-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |