| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Service code 11 · EIN 22-2232264 | Actuarial | $81,910 |
AMERICAN REALTY ADVISORS1 year Filed as: MACKAY-SHIELDS FINANCIAL CORP Service code 28 · EIN 13-2631681 | Investment Management | $65,518 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $63,128 |
Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $41,248 |
Filed as: MELLON BANK N.A. CORP Service code 28 · EIN 25-6013803 | Investment Management | $16,333 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP SECURITIES, INC Service code 27 · EIN 59-3099288 | Advisory (Plan) | $13,133 |
BLACKROCK1 year Filed as: BLACKROCK CORP Service code 28 · EIN 26-4299518 | Investment Management | $12,982 |
BLACKROCK2+ years Service code 28 · EIN 45-3856099 | Investment Management | $6,793 |
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 | $341,093,897-100.0% | $671,907-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.0%-15.0pp | 0.0%0pp |
| Annual return | 18.67% | 21.83%-3.2pp | 10.76%+7.9pp | 21.83%-3.2pp |
| Employer contribution / active EE | $0 | $12,237-100.0% | $68,795-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $229-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $6,717-100.0% | $1,551,325-100.0% |