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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $201,872 |
NEPC, LLC1+ years Filed as: NEPC Service code 17 255 STATE STREET · BOSTON, MA 02109 | Pension Consulting | $104,065 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $103,874 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK Service code 26 · EIN 04-1867445 | Advisory (Participants) | $61,440 |
ERNST & YOUNG LLP1+ years Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $41,600 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $36,839 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $36,385 |
Service code 28 · EIN 31-1301863 | Investment Management | $35,956 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $14,979 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 20-2480800 | Investment Management | $6,776 |
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Form 5500 reported that benefits due were not provided when due.
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | 1.86% | 4.01%-2.2pp | -2.01%+3.9pp | 1.67%+0.2pp |
| Employer contribution / active EE | $0 | $6,352-100.0% | $34,453-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |