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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $119,652 |
XEROX CORPORATION3+ years Service code 36 · EIN 16-0468020 | Other services; Direct payment from t... | $31,607 |
MITCHELL & TITUS, LLP2 years Service code 10 · EIN 13-2781641 | Accounting | $30,450 |
AON CONSULTING3+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $26,916 |
Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Copying and duplicating; Recordkeepin... | $23,082 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Investment management fees paid direc... | $13,791 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO & COMPANY Service code 13 · EIN 94-1347393 | Contract Administrator | $12,216 |
VERIZON COMMUNICATIONS INC.2 years Service code 13 · EIN 23-2259884 | Contract Administrator | $9,241 |
KPMG LLP3+ years Service code 16 · EIN 13-5565207 | Consulting | $8,290 |
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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.
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 | $46,757-100.0% | $256,121-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 11.3%-11.3pp |
| Annual return | -26.30% | 10.65%-36.9pp | 9.60%-35.9pp | 10.41%-36.7pp |
| Employer contribution / active EE | $0 | $22,524-100.0% | $45,595-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $398-100.0% | $255-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $9,523-100.0% | $2,646-100.0% |