| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $700,929 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 13 · EIN 91-0675641 | Contract Administrator | $199,976 |
MERCER3+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $162,675 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $143,998 |
WURTZ & ASSOC. (VERUS)3+ years Service code 16 · EIN 91-1320111 | Consulting | $110,000 |
STATE STREET GLOBAL ADVISORS3+ years Service code 28 · EIN 04-3259743 | Investment Management | $20,014 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $12,058 |
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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 10.74% | 12.38%-1.6pp | 10.53%+0.2pp | 23.90%-13.2pp |
| Employer contribution / active EE | $0 | $23,325-100.0% | $29,360-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |