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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 48-1140940 101 SOUTH HANLEY ROAD, SUITE 1700 · ST. LOUIS, MO 631053487 | Investment Management | $222,499 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $45,439 |
Filed as: PRUDENTIAL RETIREMENT INS. CO. Service code 13 · EIN 06-1050034 PRUDENTIAL PLAZA · NEWARK, NJ 07102 | Contract Administrator | $45,000 |
Filed as: JOHN HANCOCK LIFE INS. CO. Service code 13 · EIN 04-1414660 200 CLARENDON STREET · BOSTON, MA 02116 | Contract Administrator | $17,489 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 1603 CARMODY CT., SUITE 301 · SEWICKLEY, PA 15143 | Advisory (Plan) | $14,582 |
WEAVER C. BARKSDALE & ASSOCIATES5+ years Service code 28 · EIN 62-1720350 ONE BURTON HILLS BLVD, SUITE 100 · NASHVILLE, TN 37215 | Investment Management | $11,094 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 13.23% | 12.03%+1.2pp | 12.93%+0.3pp | 13.59%-0.4pp |
| Employer contribution / active EE | $0 | $19,417-100.0% | $35,210-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |