Filed January 11, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS6 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $1,007,295 |
NORTHERN TRUST COMPANY7 years Filed as: NORTHERN TRUST Service code 18 · EIN 36-1561860 | Direct payment from the plan; Custodi... | $290,047 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $74,631 |
CARON & BLETZER, PLLC3 years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $27,500 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 4.56% | 8.51%-4.0pp | 10.53%-6.0pp | 8.76%-4.2pp |
| Employer contribution / active EE | $0 | $16,216-100.0% | $26,797-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |