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| Provider | Service type | Compensation |
|---|---|---|
HPL&S INC2+ years Filed as: HPL&S, INC. Service code 11 · EIN 36-2903818 | Actuarial | $48,211 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST CO. Service code 21 · EIN 04-1867445 | Bank Trustee | $26,969 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 36-7243326 | Investment Management | $26,249 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $22,000 |
NEPC, LLC2+ years Service code 50 · EIN 26-1429809 | Direct Payment | $15,236 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $10,644 |
SEI INVESTMENTS2+ years Filed as: SEI TRUST Service code 19 · EIN 47-1111663 | Securities Custodian | $7,478 |
BERNZOTT CAPITAL ADVISORS2+ years Filed as: BERNZOTT CAPITAL ADVISOR Service code 28 · EIN 77-0464710 | Investment Management | $5,832 |
AQR CAPITAL MANAGEMENT LLC2+ years Filed as: AQR CAPITAL MANAGEMENT, LLC Service code 28 C/O ELIAN FIDUCIARY SERVICES CAYMAN · CAMANA BAY, KY 19007 | Investment Management | $0 |
CUPPS CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 36-4464112 | Investment Management | $0 |
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Participant 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 | $225,449-100.0% | $219,466-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.3%-50.3pp | 44.6%-44.6pp | 45.6%-45.6pp |
| Annual return | 5.52% | 4.17%+1.3pp | 5.00%+0.5pp | 4.16%+1.4pp |
| Employer contribution / active EE | $12,061 | $39,228-69.3% | $35,918-66.4% | $42,918-71.9% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |