| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY4 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $2,935,306 |
NISA INVESTMENT ADVISORS, LLC6+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,352,642 |
MORNEAU SHEPELL6+ years Service code 28 · EIN 52-1883918 | Investment Management | $1,063,598 |
LOOMIS SAYLES6+ years Filed as: LOOMIS AND SAYLES Service code 28 · EIN 04-3200030 | Investment Management | $583,988 |
LEGAL & GENERAL INVESTMENT6+ years Filed as: LEGAL AND GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $552,054 |
BLACKROCK3 years Service code 28 · EIN 13-3806691 | Investment Management | $547,731 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $538,365 |
RUSSELL TRUST COMPANY4 years Filed as: RUSSELL INVESTMENTS CAPITAL, LLC Service code 17 · EIN 91-1659779 | Pension Consulting | $400,000 |
CNA HOLDINGS6+ years Service code 28 · EIN 13-5568434 | Investment Management | $320,748 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 52-0713201 | Actuarial | $128,025 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 11.91% | 12.05%-0.1pp | 793.01%-781.1pp | 12.86%-1.0pp |
| Employer contribution / active EE | $0 | $21,947-100.0% | $27,004-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |