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| Provider | Service type | Compensation |
|---|---|---|
PINEBRIDGE STRUCTURED3+ years Filed as: PINEBRIDGE INVESTMENTS LLC Service code 51 · EIN 06-1078320 | Investment Mgmt Fees | $7,978,080 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $2,789,186 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $1,152,301 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $1,109,298 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $1,104,799 |
ARROWSTREET CAPITAL3+ years Filed as: ARROWSTREET CAPITAL, LP Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $654,687 |
PRICEWATERHOUSECOOPERS LLP3+ years Service code 10 · EIN 13-4008324 | Accounting | $306,319 |
GOLDMAN SACHS2 years Filed as: TERRA FIRMA CAPITAL PARTNERS III LP Service code 51 | Investment Mgmt Fees | $292,556 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Pension Consulting | $243,600 |
LAKEWOOD CAPITAL ADVISERS2 years Service code 27 · EIN 20-8568448 | Advisory (Plan) | $240,437 |
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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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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 13.57% | 13.90%-0.3pp | 10.36%+3.2pp | 1057.21%-1043.6pp |
| Employer contribution / active EE | $0 | $9,853-100.0% | $37,738-100.0% | $14,374-100.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |