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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 04-2654524 | Investment Management | $1,685,815 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $874,115 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET Service code 14 · EIN 04-1867445 | Plan Administrator | $190,392 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 28 · EIN 13-5570651 | Investment Management | $39,561 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST CO. Service code 27 · EIN 04-2755549 | Advisory (Plan) | $21,996 |
FRANKLIN TEMPLETON1+ years Service code 27 · EIN 13-2670991 | Advisory (Plan) | $20,271 |
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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 | $82,591-100.0% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | -3.23% | -2.09%-1.1pp | -1.68%-1.5pp | -0.60%-2.6pp |
| Employer contribution / active EE | $0 | $29,352-100.0% | $44,959-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $2,027-100.0% | $330-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |