| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: MACKAY-SHIELDS FINANCIAL CORP Service code 28 · EIN 13-2631681 | Investment Management | $183,161 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $176,480 |
Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $115,312 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $93,297 |
Filed as: MELLON BANK N.A. CORP Service code 28 · EIN 25-6013803 | Investment Management | $45,662 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP SECURITIES, INC Service code 27 · EIN 59-3099288 | Advisory (Plan) | $36,715 |
BLACKROCK1 year Filed as: BLACKROCK CORP. Service code 28 · EIN 26-4299518 | Investment Management | $36,292 |
BLACKROCK1 year Service code 28 · EIN 45-3856099 | Investment Management | $18,990 |
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 | 18.62% | 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% |