Filed January 11, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $902,370 |
NORTHERN TRUST COMPANY6 years Filed as: NORTHERN TRUST Service code 18 · EIN 36-1561860 | Direct payment from the plan; Custodi... | $269,495 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON LLC Service code 11 · EIN 53-0181291 | Actuarial | $58,000 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $25,900 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 6.08% | 724.96%-718.9pp | 78.62%-72.5pp | 37.77%-31.7pp |
| Employer contribution / active EE | $0 | $14,638-100.0% | $31,646-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |