| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1 year Service code 15 · EIN 36-2235791 | Recordkeeping | $6,662,845 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Other s... | $1,543,057 |
Filed as: MATTHEWS INTL CAPITAL MGT LLC Service code 26 · EIN 94-3250972 | Advisory (Participants) | $1,230,362 |
NUMERIC INVESTORS LLC2+ years Filed as: NUMERIC Service code 28 · EIN 04-3068821 | Investment Management | $1,090,903 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $780,831 |
ARROWSTREET CAPITAL2+ years Filed as: ARROW STREET Service code 28 · EIN 04-3472863 | Investment Management | $754,400 |
Filed as: BURGUNDY ASSET MANAGEMENT Service code 28 | Investment Management | $346,939 |
INVESTEC ASSET MANAGEMENT2+ years Filed as: INVESTEC ASSET MANAGEMENT U.S. LTD Service code 28 · EIN 95-4452894 | Investment Management | $269,371 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 16 · EIN 13-4008324 | Consulting | $175,188 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $35,114 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 6.19% | 7.64%-1.4pp | 4.74%+1.5pp | 10.64%-4.5pp |
| Employer contribution / active EE | $10,064 | $7,500+34.2% | $36,089-72.1% | $11,561-12.9% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |