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| Provider | Service type | Compensation |
|---|---|---|
PINEBRIDGE STRUCTURED2+ years Filed as: PINEBRIDGE INVESTMENTS LLC Service code 51 · EIN 06-1078320 | Investment Mgmt Fees | $11,433,640 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $4,675,905 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $1,888,366 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $908,961 |
ARROWSTREET CAPITAL2+ years Filed as: ARROWSTREET CAPITAL, LP Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $643,469 |
Service code 27 · EIN 20-8568448 | Advisory (Plan) | $309,255 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $265,850 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Pension Consulting | $240,000 |
Service code 28 · EIN 20-8865904 | Investment Management | $170,238 |
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE TAX LLP Service code 16 · EIN 86-1065772 | Consulting | $149,000 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 3.62% | 7.64%-4.0pp | 4.74%-1.1pp | 10.64%-7.0pp |
| Employer contribution / active EE | $16,412 | $7,500+118.8% | $36,089-54.5% | $11,561+42.0% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |