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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $3,203,655 |
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH (US) LTD. Service code 15 LBX# 1633 PO BOX 95000 · PILADELPHIA, PA 191950001 | Recordkeeping | $2,115,442 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL&GENERAL INVESTMENT MANAGEMENT Service code 28 · EIN 20-8058531 | Investment Management | $1,965,956 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $1,013,129 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $789,317 |
LOGAN CIRCLE PARTNERS, LP6 years Service code 28 · EIN 82-2405817 | Investment Management | $512,173 |
INCOME RESEARCH & MANAGEMENT6 years Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $440,008 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $260,944 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $158,477 |
VULCAN VALUE PARTNERS2 years Filed as: VULCAN VALUE PARTNERS LLC Service code 51 · EIN 39-2051712 | Investment Mgmt Fees | $93,681 |
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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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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 8.27% | 8.84%-0.6pp | 12.68%-4.4pp | 9.11%-0.8pp |
| Employer contribution / active EE | $0 | $8,705-100.0% | $41,626-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |