| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $602,827 |
HUBER CAPITAL MANAGEMENT3+ years Filed as: HUBER Service code 15 · EIN 13-1898818 | Recordkeeping | $536,188 |
CSBF1 year Service code 49 · EIN 23-2928223 | Other Services | $171,857 |
Filed as: STATE STREET Service code 28 · EIN 81-4017137 | Investment Management | $99,744 |
BLACKROCK3+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $77,212 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $73,168 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $57,148 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 11 · EIN 82-1061233 | Actuarial | $45,895 |
Filed as: BANK OF NY MELLON Service code 21 · EIN 25-0659306 | Bank Trustee | $38,583 |
SEI INVESTMENTS3+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $32,193 |
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 11.25% | 13.03%-1.8pp | 10.36%+0.9pp | 23.90%-12.6pp |
| Employer contribution / active EE | $0 | $15,779-100.0% | $37,738-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |