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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $101,018 |
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Copying and duplicating; Direct payme... | $49,834 |
MITCHELL & TITUS, LLP4 years Service code 10 · EIN 13-2781641 | Accounting | $31,059 |
AON CONSULTING5+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $20,482 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO & COMPANY Service code 13 · EIN 94-1347393 | Contract Administrator | $11,989 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT Service code 11 · EIN 36-3109431 | Actuarial | $10,560 |
THE BANK OF NEW YORK MELLON5+ years Service code 18 · EIN 13-5160382 | Float revenue; Direct payment from th... | $6,597 |
VERIZON COMMUNICATIONS INC.4 years Service code 13 · EIN 23-2259884 | Contract Administrator | $6,005 |
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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 | $261,421-100.0% | $248,520-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 59.1%-59.1pp | 35.1%-35.1pp | 47.3%-47.3pp |
| Annual return | 14.92% | 9.46%+5.5pp | 239.57%-224.6pp | 12.16%+2.8pp |
| Employer contribution / active EE | $0 | $52,068-100.0% | $43,837-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $575-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $39,249-100.0% | $36,083-100.0% | $17,640-100.0% |