| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY5 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $1,321,990 |
NISA INVESTMENT ADVISORS, LLC7+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,251,403 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 28 · EIN 52-1883918 | Investment Management | $934,100 |
LOOMIS SAYLES7+ years Filed as: LOOMIS AND SAYLES Service code 28 · EIN 04-3200030 | Investment Management | $607,054 |
LEGAL & GENERAL INVESTMENT7+ years Filed as: LEGAL AND GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $561,915 |
BLACKROCK4 years Service code 28 · EIN 13-3806691 | Investment Management | $558,180 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $525,525 |
CNA HOLDINGS7+ years Service code 28 · EIN 13-5568434 | Investment Management | $459,132 |
RUSSELL TRUST COMPANY5 years Filed as: RUSSELL INVESTMENTS CAPITAL, LLC Service code 17 · EIN 91-1659779 | Pension Consulting | $400,000 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $186,382 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 0.87% | 7.76%-6.9pp | 36.37%-35.5pp | 15.63%-14.8pp |
| Employer contribution / active EE | $0 | $10,188-100.0% | $37,223-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |