| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,601,951 |
NISA INVESTMENT ADVISORS, LLC2+ years Service code 28 · EIN 48-1140940 | Investment Management | $1,226,150 |
BLACKROCK2+ years Filed as: BLACKROCK INSTL TRUST CO, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $1,214,123 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $410,400 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $371,381 |
CROWE LLP1 year Filed as: CROWE HORWATH LLC Service code 10 · EIN 35-0921680 | Accounting | $38,160 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $374,107-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 5.5%-5.5pp |
| Annual return | 3.67% | 7.44%-3.8pp | 4.74%-1.1pp | 5.86%-2.2pp |
| Employer contribution / active EE | $0 | $12,240-100.0% | $36,089-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $0 | $76-100.0% | $59-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $10,677-100.0% | $387-100.0% |