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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHAFER CULLEN CAPITAL MANAGEMENT Service code 28 · EIN 06-1614949 645 5TH AVENUE, SUITE 1201 · NEW YORK, NY 10022 | Investment Management | $29,997 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $2,439 |
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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 | $157,324-100.0% | $151,098-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 16.3%-16.3pp | 37.6%-37.6pp |
| Annual return | 7.87% | 10.67%-2.8pp | 11.31%-3.4pp | 9.30%-1.4pp |
| Employer contribution / active EE | $0 | $42,039-100.0% | $35,729-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $141-100.0% | $237-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,624-100.0% | $20,124-100.0% | $12,596-100.0% |