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| Provider | Service type | Compensation |
|---|---|---|
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $524,195 |
NISA INVESTMENT ADVISORS, LLC8+ years Service code 28 · EIN 48-1140940 | Investment Management | $467,602 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $355,914 |
Filed as: THE BANK OF NEW YORK MELON Service code 18 · EIN 13-5160382 | Custodial (securities); Direct paymen... | $218,780 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $150,288 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $95,568 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $65,170-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -22.52% | 2.78%-25.3pp | 7.07%-29.6pp | 2.78%-25.3pp |
| Employer contribution / active EE | $0 | $15,276-100.0% | $34,847-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $691-100.0% | $4-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $51-100.0% | $1,015-100.0% |