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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $2,418,011 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,874,415 |
NISA INVESTMENT ADVISORS, LLC3+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $1,641,470 |
Filed as: TOWER WATSON Service code 16 · EIN 23-1159360 | Consulting | $1,551,617 |
MARATHON ASSET MANAGEMENT3+ years Filed as: MARATHON Service code 27 · EIN 44-6201673 | Advisory (Plan) | $1,449,814 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $1,184,209 |
PZENA INVESTMENT MANAGEMENT3+ years Service code 28 · EIN 13-3860154 | Investment Management | $1,182,621 |
ABERDEEN ASSET MANAGEMENT, INC.3+ years Service code 28 · EIN 51-0368279 | Investment Management | $1,063,924 |
SANDS CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 20-2830751 | Investment Management | $1,051,168 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $938,972 |
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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 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 | $1,637,423-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 16.60% | 16.32%+0.3pp | 15.63%+1.0pp | 16.32%+0.3pp |
| Employer contribution / active EE | $0 | $12,766-100.0% | $56,677-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $0 | $800-100.0% | $93-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |