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| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC6+ years Service code 28 · EIN 48-1140940 | Investment Management | $478,865 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $351,675 |
THE BANK OF NEW YORK MELLON6+ years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $306,060 |
Service code 11 · EIN 53-0181291 | Actuarial | $230,590 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $141,661 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $56,125 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $33,825 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 19.09% | 9.42%+9.7pp | 9.65%+9.4pp | 12.86%+6.2pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $27,458-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |