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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $217,315 |
HEWITT ASSOCIATES LLC3+ years Service code 11 · EIN 36-2235791 | Actuarial | $150,131 |
NEPC, LLC1 year Service code 17 · EIN 26-1429809 | Pension Consulting | $58,826 |
Filed as: ASHMORE INVESTMENT MANAGEMENT Service code 28 475 FIFTH AVENUE · NEW YORK, NY 10017 | Investment Management | $58,207 |
RELIANCE TRUST COMPANY2 years Service code 28 · EIN 46-6625485 | Investment Management | $46,591 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 27-6331814 | Investment Management | $43,957 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $43,657 |
Service code 28 · EIN 31-1301863 | Investment Management | $31,930 |
ABERDEEN ASSET MANAGEMENT, INC.3+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $24,542 |
WELLINGTON TRUST COMPANY3+ years Service code 28 · EIN 04-2755549 | Investment Management | $15,488 |
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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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 12.43% | 26.60%-14.2pp | 10.16%+2.3pp | 17.84%-5.4pp |
| Employer contribution / active EE | $0 | $7,232-100.0% | $33,192-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |