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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $4,788,812 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,660,630 |
NISA INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $1,514,610 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON Service code 27 · EIN 44-6201673 | Advisory (Plan) | $1,486,347 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $1,151,639 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Service code 28 · EIN 51-0368279 | Investment Management | $929,928 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $910,659 |
PZENA INVESTMENT MANAGEMENT1+ years Service code 28 · EIN 13-3860154 | Investment Management | $844,199 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER AND BERMAN Service code 28 · EIN 02-0654486 | Investment Management | $756,124 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 20-2830751 | Investment Management | $747,529 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $177,167-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 0.0%0pp |
| Annual return | -3.21% | 3.11%-6.3pp | -2.52%-0.7pp | 3.11%-6.3pp |
| Employer contribution / active EE | $9,875 | $9,361+5.5% | $82,375-88.0% | $9,361+5.5% |
| Participant deferral / active EE | $0 | $375-100.0% | $201-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $1,917-100.0% | - |