| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $78,997 |
AMERICAN REALTY ADVISORS1 year Filed as: MACKAY-SHIELDS FINANCIAL CORP Service code 28 · EIN 13-2631681 | Investment Management | $26,077 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $25,126 |
Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $16,417 |
Filed as: MELLON BANK N.A. CORP Service code 28 · EIN 25-6013803 | Investment Management | $6,501 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP SECURITIES, INC Service code 27 · EIN 59-3099288 | Advisory (Plan) | $5,227 |
BLACKROCK1 year Filed as: BLACKROCK CORP Service code 28 · EIN 26-4299518 | Investment Management | $5,167 |
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 | $317,036-100.0% | $671,907-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.0%-15.0pp | 13.0%-13.0pp |
| Annual return | 18.66% | 16.71%+1.9pp | 10.76%+7.9pp | 13.59%+5.1pp |
| Employer contribution / active EE | $0 | $24,701-100.0% | $68,795-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $0 | $229-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $6,717-100.0% | $29,657-100.0% |