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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $181,496 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $62,008 |
AON CONSULTING1+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $58,510 |
XEROX CORPORATION1+ years Service code 36 · EIN 16-0468020 | Copying and duplicating; Direct payme... | $56,916 |
MITCHELL & TITUS, LLP1+ years Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $30,000 |
DUANE MORRIS LLP1+ years Service code 29 · EIN 23-1392502 | Legal | $15,698 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N.A. Service code 13 · EIN 94-1347393 | Contract Administrator | $15,036 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $6,444 |
VERIZON COMMUNICATIONS INC.1+ years Filed as: VERIZON COMMUNICATIONS Service code 13 · EIN 23-2259884 | Contract Administrator | $6,194 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $186,087-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 15.7%-15.7pp |
| Annual return | 16.54% | -1.85%+18.4pp | -2.13%+18.7pp | -7.14%+23.7pp |
| Employer contribution / active EE | $0 | $9,669-100.0% | $34,127-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $463-100.0% | $131-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $941-100.0% | $1,191-100.0% |