| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $761,068 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $392,980 |
BLACKROCK1 year Filed as: BLACKROCK, INC. Service code 28 · EIN 32-0174431 | Investment Management | $357,632 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 65 · EIN 91-0675641 | Account Maintenance | $170,548 |
WURTZ & ASSOC. (VERUS)4+ years Service code 28 · EIN 91-1320111 | Investment Management | $110,000 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 · EIN 04-3259743 | Investment Management | $31,358 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $4,267 |
MERCER4+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $1,286 |
Annual investment return 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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -7.30% | -3.49%-3.8pp | 4.36%-11.7pp | 0.19%-7.5pp |
| Employer contribution / active EE | $0 | $17,891-100.0% | $27,383-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |