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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $479,189 |
NISA INVESTMENT ADVISORS, LLC4+ years Service code 28 · EIN 48-1140940 | Investment Management | $387,202 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $290,302 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $113,170 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $106,998 |
Filed as: NB ALTERNATIVES ADVISORS LLC Service code 28 · EIN 30-0536163 | Investment Management | $30,349 |
NORTHERN TRUST COMPANY4+ years Service code 28 · EIN 45-6138589 | Investment Management | $29,393 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $21,578,776-100.0% | $192,869-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -6.76% | 33.37%-40.1pp | -0.77%-6.0pp | 33.37%-40.1pp |
| Employer contribution / active EE | $21,994 | $11,253+95.5% | $29,514-25.5% | $11,253+95.5% |
| Participant deferral / active EE | $0 | $819-100.0% | $36-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $42,257-100.0% | $99,113-100.0% |