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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $3,765,336 |
AMERICAN REALTY ADVISORS2 years Filed as: LEGAL & GNRL INVT MGMT AMERICAN INC Service code 28 · EIN 20-8058531 | Investment Management | $1,633,258 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,366,611 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $1,030,577 |
LOGAN CIRCLE PARTNERS, LP2 years Service code 28 · EIN 82-2405817 | Investment Management | $1,027,149 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $643,561 |
MORNEAU SHEPELL1 year Service code 15 LBX# 1633 PO BOX 95000 · PHILADELPHIA, PA 191950001 | Recordkeeping | $631,670 |
ARROWSTREET CAPITAL5+ years Filed as: ARROWSTREET CAPITAL, LP Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $513,973 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMNT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $376,741 |
LSV ASSET MANAGEMENT2 years Service code 28 · EIN 23-2772200 | Investment Management | $356,618 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 20.06% | 18.43%+1.6pp | 14.64%+5.4pp | 24.48%-4.4pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $41,831-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |