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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $172,437 |
AON CONSULTING2+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $46,696 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $44,059 |
XEROX CORPORATION1 year Filed as: XEROX CORPORATION. Service code 36 · EIN 16-0468020 | Recordkeeping fees; Copying and dupli... | $42,066 |
MITCHELL & TITUS, LLP1 year Service code 10 · EIN 13-2781641 | Accounting | $30,000 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO & COMPANY Service code 13 · EIN 94-1347393 | Contract Administrator | $13,849 |
Service code 13 · EIN 23-2259884 | Contract Administrator | $9,099 |
DUANE MORRIS LLP2+ years Service code 29 · EIN 23-1392502 | Legal | $7,600 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $6,019 |
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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 | $52,729-100.0% | $18,392,177-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 12.6%-12.6pp |
| Annual return | 30.65% | 5.86%+24.8pp | 3.99%+26.7pp | 4.56%+26.1pp |
| Employer contribution / active EE | $0 | $18,820-100.0% | $38,279-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $390-100.0% | $386-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $140,034-100.0% | $1,711-100.0% |