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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL & GENERAL INVESTMENT MGMT AM Service code 28 · EIN 20-8058531 | Investment Management | $222,091 |
CAMBRIDGE INVESTMENT RESEARCH8+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $66,024 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC Service code 15 · EIN 22-2232264 | Recordkeeping | $60,520 |
PNC BANK, N.A.8+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $16,949 |
COVINGTON & BURLING LLP1 year Service code 29 · EIN 53-0188411 | Legal | $7,927 |
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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 | $49,218-100.0% | $339,002-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 39.1%-39.1pp | 12.4%-12.4pp |
| Annual return | -9.92% | 7.73%-17.6pp | 12.78%-22.7pp | 9.89%-19.8pp |
| Employer contribution / active EE | $0 | $15,115-100.0% | $44,816-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $300-100.0% | $33-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $3,821-100.0% | $2,002-100.0% | $9,084-100.0% |