| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $1,437,871 |
NISA INVESTMENT ADVISORS, LLC10+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,000,874 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $584,711 |
CNA HOLDINGS10+ years Service code 28 · EIN 13-5568434 | Investment Management | $492,749 |
LOOMIS SAYLES10+ years Filed as: LOOMIS AND SAYLES Service code 28 · EIN 04-3200030 | Investment Management | $449,046 |
LEGAL & GENERAL INVESTMENT10+ years Filed as: LEGAL AND GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $418,199 |
BLACKROCK3 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $416,789 |
RUSSELL TRUST COMPANY8 years Filed as: RUSSELL INVESTMENTS CAPITAL, LLC Service code 17 · EIN 91-1659779 | Pension Consulting | $400,000 |
K&L GATES10+ years Service code 29 · EIN 25-0921018 | Legal | $110,759 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $71,773 |
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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | -0.49% | 11.94%-12.4pp | 6.70%-7.2pp | 8.76%-9.3pp |
| Employer contribution / active EE | $0 | $15,564-100.0% | $25,217-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |