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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $105,356 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Recordkeeping fees; Other services; C... | $56,699 |
MITCHELL & TITUS, LLP3 years Service code 10 · EIN 13-2781641 | Accounting | $30,450 |
AON CONSULTING4+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $23,255 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO & COMPANY Service code 13 · EIN 94-1347393 | Contract Administrator | $12,022 |
VERIZON COMMUNICATIONS INC.3 years Service code 13 · EIN 23-2259884 | Contract Administrator | $10,047 |
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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 | $105,125-100.0% | $261,924-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 14.6%-14.6pp |
| Annual return | -8.51% | -3.32%-5.2pp | -2.99%-5.5pp | 10.56%-19.1pp |
| Employer contribution / active EE | $0 | $15,411-100.0% | $41,623-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $512-100.0% | $35-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $38,841-100.0% | $3,354-100.0% |