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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $500,472 |
AMUNDI PIONEER ASSET MANAGEMENT1+ years Filed as: AMUNDI SMITH BREEDEN ASSET MGMT Service code 28 · EIN 46-3763295 | Investment Management | $72,419 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $67,835 |
AMERICAN REALTY ADVISORS1+ years Filed as: MACKAY SHIELDS, LLC Service code 28 · EIN 13-5582869 | Investment Management | $66,585 |
TORTOISE CAPITAL ADVISORS LLC1+ years Service code 28 · EIN 22-3875939 | Investment Management | $63,432 |
NISA INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $52,985 |
ARROWSTREET CAPITAL1+ years Filed as: ARROWSTREET Service code 50 · EIN 04-3472863 | Direct Payment | $39,043 |
ALBOURNE AMERICA LLC1+ years Service code 16 · EIN 91-2164625 | Consulting | $36,788 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 25 · EIN 36-3250722 | Directed Trustee | $25,021 |
RUBINBROWN LLP1+ years Service code 10 · EIN 43-0765316 | Accounting | $12,727 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -1.72% | -0.43%-1.3pp | -3.43%+1.7pp | -0.60%-1.1pp |
| Employer contribution / active EE | $888 | $10,132-91.2% | $25,607-96.5% | $12,272-92.8% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |