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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL AND GENERAL INV. MGT. AMERICA Service code 28 · EIN 35-7085469 | Investment Management | $383,996 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $287,332 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $63,197 |
VICTORY6 years Filed as: VICTORY CAPITAL MANAGEMENT, INC. Service code 28 · EIN 13-2700161 | Investment Management | $59,650 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $42,611 |
Filed as: AGINCOURT CAPITAL MANAGEMENT Service code 28 · EIN 54-1947440 | Investment Management | $42,584 |
T ROWE PRICE RPS INC6 years Filed as: T. ROWE PRICE Service code 28 · EIN 52-1309931 | Investment Management | $32,854 |
HARTLAND & CO7+ years Filed as: HARTLAND & CO. Service code 16 · EIN 34-1597728 | Consulting | $20,159 |
SCHNEIDER DOWNS & CO., INC.7+ years Filed as: SCHNEIDER DOWNS & CO. INC. Service code 10 · EIN 25-1408703 | Accounting | $8,400 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 4.52% | 35.98%-31.5pp | 10.75%-6.2pp | 15.63%-11.1pp |
| Employer contribution / active EE | $0 | $8,396-100.0% | $35,170-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |