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| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC5+ years Service code 28 · EIN 48-1140940 | Investment Management | $426,992 |
LAZARD ASSET MANAGEMENT5+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $326,941 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $189,742 |
THE BANK OF NEW YORK MELLON5+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $84,991 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $54,752 |
Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $44,688 |
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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 | $341,093,897-100.0% | $177,834-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 22.86% | 15.03%+7.8pp | 11.67%+11.2pp | 21.83%+1.0pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $28,376-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $0 | $46-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $15,617-100.0% | $1,551,325-100.0% |