Filed December 18, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4+ years Filed as: PIMCO INVESTMENT MANAGEMENT CO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $685,204 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $394,756 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $215,706 |
AMERICAN FUNDS4+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 27 · EIN 95-6944487 | Advisory (Plan) | $174,834 |
RBC GLOBAL ASSET MANAGEMENT4+ years Service code 27 · EIN 41-1460668 | Advisory (Plan) | $123,220 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $122,183 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 | Custodial (other than securities); Tr... | $116,817 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 28 · EIN 04-3287964 | Investment Management | $0 |
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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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -5.10% | 9.64%-14.7pp | -102.04%+96.9pp | 33.37%-38.5pp |
| Employer contribution / active EE | $0 | $8,034-100.0% | $36,232-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |