| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-2631681 | Investment Management | $235,170 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET RESEARCH AND MANAGEMEN Service code 28 · EIN 13-3142135 | Investment Management | $216,446 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $181,352 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON BANK Service code 28 · EIN 25-6013803 | Investment Management | $102,189 |
BLACKROCK1+ years Service code 21 · EIN 26-4299518 | Bank Trustee | $101,503 |
AON CONSULTING1+ years Filed as: AON/ALIGHT SOLUTIONS Service code 27 · EIN 36-2235791 | Advisory (Plan) | $87,179 |
PBGC PREMIUM1+ years Filed as: PBGC Service code 23 · EIN 52-1052410 | Insurance services | $83,398 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP SECURITIES Service code 27 · EIN 59-3099288 | Advisory (Plan) | $72,220 |
Annual investment return 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 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | -7.93% | 3.99%-11.9pp | 4.36%-12.3pp | 10.56%-18.5pp |
| Employer contribution / active EE | $0 | $11,621-100.0% | $27,383-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |