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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS8+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $81,559 |
AON CONSULTING8+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $77,524 |
CONDUENT HR CONSULTING, LLC6 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Copying and duplicating; Recordkeepin... | $51,077 |
VERIZON COMMUNICATIONS INC.7 years Service code 14 · EIN 23-2259884 | Plan Administrator | $23,031 |
AON CONSULTING7 years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $13,257 |
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $9,563 |
Filed as: PRINCIPAL BANK Service code 13 · EIN 42-1466678 | Contract Administrator | $8,634 |
Service code 49 · EIN 82-2042737 | Other Services | $5,760 |
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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 | $268,676-100.0% | $268,676-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 55.0%-55.0pp | 37.9%-37.9pp | 44.4%-44.4pp |
| Annual return | -14.89% | -11.17%-3.7pp | -10.68%-4.2pp | -14.65%-0.2pp |
| Employer contribution / active EE | $0 | $55,905-100.0% | $48,995-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $129-100.0% | $360-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,366-100.0% | $4,366-100.0% | $14,582-100.0% |