| Provider | Service type | Compensation |
|---|---|---|
HUBER CAPITAL MANAGEMENT4+ years Filed as: HUBER Service code 15 · EIN 13-1898818 | Recordkeeping | $456,938 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK Service code 21 111 W MONROE ST · CHICAGO, IL 60603 | Bank Trustee | $363,057 |
BLACKROCK4+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 21 · EIN 13-3806691 | Bank Trustee | $350,962 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS, LLC Service code 11 · EIN 82-1061233 | Actuarial | $181,125 |
BMO HARRIS BANK NA1 year Filed as: M & T BANK Service code 21 · EIN 16-0968385 | Bank Trustee | $142,470 |
Filed as: JPMORGAN Service code 21 · EIN 13-3200244 | Bank Trustee | $116,625 |
CSBF2 years Service code 49 · EIN 23-2928223 | Other Services | $104,331 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $97,303 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET Service code 28 · EIN 81-4017137 | Investment Management | $95,470 |
Filed as: MORGAN STANLEY CAPITAL (MSCI) Service code 28 · EIN 04-2809819 | Investment Management | $50,000 |
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -5.20% | -1.12%-4.1pp | -2.18%-3.0pp | 0.19%-5.4pp |
| Employer contribution / active EE | $0 | $12,052-100.0% | $38,751-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |