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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $3,910,016 |
MORNEAU SHEPELL2 years Service code 15 LBX# 1633 PO BOX 95000 · PHILADELPHIA, PA 191950001 | Recordkeeping | $1,932,860 |
AMERICAN REALTY ADVISORS3 years Filed as: LEGAL & GNRL INVT MGMT AMERICAN INC Service code 28 · EIN 20-8058531 | Investment Management | $1,166,960 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $1,166,053 |
LOGAN CIRCLE PARTNERS, LP3 years Service code 28 · EIN 82-2405817 | Investment Management | $990,482 |
INTL STANDARD ASSET MNGMT3 years Service code 28 · EIN 98-0676737 | Investment Management | $596,648 |
ARROWSTREET CAPITAL6+ years Filed as: ARROWSTREET CAPITAL, LP Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $459,831 |
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $386,816 |
AON CONSULTING6+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $254,694 |
Service code 28 · EIN 84-4449698 | Investment Management | $245,586 |
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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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 16.30% | 17.85%-1.5pp | 9.52%+6.8pp | 13.80%+2.5pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $41,951-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |