Filed December 18, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS3+ years Filed as: PIMCO INVESTMENT MANAGEMENT CO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $680,639 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $370,902 |
RBC GLOBAL ASSET MANAGEMENT3+ years Service code 27 · EIN 41-1460668 | Advisory (Plan) | $166,247 |
AMERICAN FUNDS3+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 27 · EIN 95-6944487 | Advisory (Plan) | $163,835 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $127,128 |
MILLIMAN, INC.1 year Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $94,762 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 | Trustee (bank, trust company, or simi... | $89,065 |
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Employer contribution per participant 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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 20.51% | 26.60%-6.1pp | 10.16%+10.3pp | 17.84%+2.7pp |
| Employer contribution / active EE | $0 | $7,232-100.0% | $33,192-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |