| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1+ years Service code 28 · EIN 52-1883918 | Investment Management | $1,454,932 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,049,440 |
NUMERIC INVESTORS LLC1+ years Service code 28 · EIN 04-3068821 | Investment Management | $880,777 |
ARROWSTREET CAPITAL1+ years Filed as: ARROWSTREET Service code 28 · EIN 04-3742863 | Investment Management | $705,369 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 18 · EIN 04-1867445 | Custodial (other than securities); Fl... | $681,565 |
SHENKMAN CAPITAL MANAGEMENT1+ years Filed as: SCHENKMAN CAPITAL Service code 28 · EIN 13-3280361 | Investment Management | $679,848 |
WILLIAM BLAIR1+ years Service code 28 · EIN 36-2214610 | Investment Management | $582,027 |
SPRUCEGROVE INVESTMENT MGMT1+ years Filed as: SPRUCEGROVE INVESTMENT Service code 27 · EIN 98-0399967 | Advisory (Plan) | $525,519 |
RUSSELL TRUST COMPANY1+ years Filed as: RUSSELL INVESTMENTS Service code 17 · EIN 91-1175092 | Pension Consulting | $400,000 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $372,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -12.47% | 0.61%-13.1pp | -2.90%-9.6pp | 1.67%-14.1pp |
| Employer contribution / active EE | $0 | $9,133-100.0% | $27,990-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |