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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1+ years Filed as: RUSSELL INVESTMENT FUND Service code 28 · EIN 91-1116938 | Investment Management | $1,504,813 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON ASSET MGMT Service code 28 · EIN 23-3094847 | Investment Management | $390,738 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $100,000 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $80,709 |
NISA INVESTMENT ADVISORS, LLC1+ years Service code 28 · EIN 48-1140940 | Investment Management | $16,018 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $15,395 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN MANAGEMENT LLC Service code 28 · EIN 26-3663778 | Investment Management | $14,244 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $13,339 |
NORTHERN TRUST COMPANY1+ years Service code 28 · EIN 45-6138589 | Investment Management | $9,433 |
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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 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 | $14,096,330-100.0% | $192,069-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.2%-13.2pp | 0.0%0pp |
| Annual return | -5.55% | 1.67%-7.2pp | -0.79%-4.8pp | 1.67%-7.2pp |
| Employer contribution / active EE | $0 | $10,506-100.0% | $28,419-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $37-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $6,324-100.0% | $66,276-100.0% |