| Provider | Service type | Compensation |
|---|---|---|
VERUS3 years Filed as: VERUS ADVISORY, INC. Service code 28 · EIN 91-1320111 | Investment Management | $593,649 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $456,143 |
ALLERGAN INC.2 years Service code 28 · EIN 95-1622442 | Investment Management | $433,536 |
MILLIMAN, INC.3 years Filed as: MILLIMAN INC. Service code 50 · EIN 91-0675641 | Direct Payment | $216,273 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $165,900 |
STATE STREET GLOBAL ADVISORS7+ years Service code 28 · EIN 81-4017137 | Investment Management | $20,581 |
RUSSELL TRUST COMPANY1 year Service code 28 · EIN 91-1116938 | Investment Management | $5,527 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | -0.78% | 11.91%-12.7pp | 36.37%-37.2pp | 13.24%-14.0pp |
| Employer contribution / active EE | $0 | $16,637-100.0% | $37,223-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |