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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7243326 | Investment Management | $26,859 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $26,538 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 21 · EIN 04-1867445 | Bank Trustee | $25,958 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $20,000 |
NEPC, LLC1+ years Service code 50 · EIN 26-1429809 | Direct Payment | $18,957 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $10,178 |
HPL&S INC1+ years Filed as: HPL&S, INC. Service code 11 · EIN 36-2903818 | Actuarial | $10,000 |
BERNZOTT CAPITAL ADVISORS1+ years Filed as: BERNZOTT CAPITAL ADVISOR Service code 28 · EIN 77-0464710 | Investment Management | $4,751 |
SEI INVESTMENTS1+ years Filed as: SEI TRUST Service code 19 · EIN 47-1111663 | Securities Custodian | $4,034 |
AQR CAPITAL MANAGEMENT LLC1+ years Filed as: AQR CAPITAL MANAGEMENT, LLC Service code 28 C/O ELIAN FIDUCIARY SERVICES CAYMAN · CAMANA BAY, KY 19007 | Investment Management | $0 |
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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.
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 | $224,372-100.0% | $219,333-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 42.3%-42.3pp | 48.7%-48.7pp |
| Annual return | -1.80% | -2.14%+0.3pp | -2.01%+0.2pp | -2.16%+0.4pp |
| Employer contribution / active EE | $618 | $37,296-98.3% | $34,453-98.2% | $42,949-98.6% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |