| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $2,833,366 |
MORNEAU SHEPELL3+ years Service code 28 · EIN 52-1883918 | Investment Management | $1,355,706 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,005,395 |
SHENKMAN CAPITAL MANAGEMENT2 years Filed as: SHENKMAN CAPITAL Service code 28 · EIN 13-3280361 | Investment Management | $723,745 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $563,320 |
LOOMIS SAYLES3+ years Filed as: LOOMIS AND SAYLES Service code 28 · EIN 04-3200030 | Investment Management | $540,561 |
LEGAL & GENERAL INVESTMENT3+ years Filed as: LEGAL AND GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $540,474 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $529,125 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS CAPITAL, LLC Service code 17 · EIN 91-1659779 | Pension Consulting | $400,000 |
CNA HOLDINGS3+ years Service code 28 · EIN 13-5568434 | Investment Management | $258,156 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 12.20% | 35.86%-23.7pp | 10.53%+1.7pp | 17.84%-5.6pp |
| Employer contribution / active EE | $167,840 | $23,588+611.5% | $29,360+471.7% | $14,688+1042.7% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |