| Provider | Service type | Compensation |
|---|---|---|
Filed as: OAKTREE CAPITAL MANAGEMENT LP Service code 28 · EIN 26-0189082 | Investment Management | $3,301,979 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 | Securities Custodian | $2,898,462 |
EXELON BUSINESS SERVICES CO3+ years Service code 14 · EIN 23-3063219 | Plan Administrator | $2,753,647 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $2,636,784 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $1,609,984 |
Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $757,193 |
Filed as: ACADIAN ASSET MGMT LLC Service code 28 · EIN 04-2929221 | Investment Management | $640,990 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $578,289 |
Filed as: UBS ASSET MANAGEMENT TRUST COMPANY Service code 28 · EIN 36-3718331 | Investment Management | $453,863 |
BOSTON PARTNERS3+ years Service code 28 350 S GRAND AVE · LOS ANGELES, CA 90071 | Investment Management | $307,837 |
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 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 15.33% | 16.32%-1.0pp | 11.12%+4.2pp | 16.32%-1.0pp |
| Employer contribution / active EE | $0 | $12,766-100.0% | $22,651-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $0 | $800-100.0% | $198-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |