| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY3 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $2,203,825 |
NISA INVESTMENT ADVISORS, LLC5+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,419,008 |
MORNEAU SHEPELL5+ years Service code 28 · EIN 52-1883918 | Investment Management | $1,353,287 |
Service code 11 · EIN 52-0713201 | Actuarial | $770,438 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $675,355 |
LEGAL & GENERAL INVESTMENT5+ years Filed as: LEGAL AND GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $562,732 |
LOOMIS SAYLES5+ years Filed as: LOOMIS AND SAYLES Service code 28 · EIN 04-3200030 | Investment Management | $551,917 |
BLACKROCK2 years Service code 28 · EIN 13-3806691 | Investment Management | $537,402 |
RUSSELL TRUST COMPANY3 years Filed as: RUSSELL INVESTMENTS CAPITAL, LLC Service code 17 · EIN 91-1659779 | Pension Consulting | $400,000 |
CNA HOLDINGS5+ years Service code 28 · EIN 13-5568434 | Investment Management | $337,908 |
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% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 16.11% | 53.17%-37.1pp | 18.06%-1.9pp | 21.83%-5.7pp |
| Employer contribution / active EE | $0 | $14,715-100.0% | $30,411-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |