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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL AND GENERAL INV. MGT. AMERICA Service code 28 · EIN 35-7085469 | Investment Management | $346,727 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $179,538 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $92,368 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE Service code 28 · EIN 52-1309931 | Investment Management | $69,820 |
HARTLAND & CO6+ years Filed as: HARTLAND & CO. Service code 16 · EIN 34-1597728 | Consulting | $41,437 |
Filed as: AGINCOURT CAPITAL MANAGEMENT Service code 28 · EIN 54-1947440 | Investment Management | $31,867 |
VICTORY5 years Filed as: VICTORY CAPITAL MANAGEMENT, INC. Service code 28 · EIN 13-2700161 | Investment Management | $28,611 |
SCHNEIDER DOWNS & CO., INC.6+ years Filed as: SCHNEIDER DOWNS & CO. INC. Service code 10 · EIN 25-1408703 | Accounting | $24,750 |
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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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 15.17% | 12.77%+2.4pp | 90.61%-75.4pp | 12.86%+2.3pp |
| Employer contribution / active EE | $0 | $8,963-100.0% | $32,730-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |