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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $215,601 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $192,153 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $182,627 |
AON CONSULTING3 years Filed as: AON CONSULTING, LLC Service code 11 · EIN 22-2232264 | Actuarial | $116,240 |
NEPC, LLC4 years Service code 17 · EIN 26-1429809 | Pension Consulting | $103,174 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $93,296 |
Service code 20 · EIN 31-1301863 | Soft dollars commissions; Investment ... | $91,823 |
WESTFIELD CAPITAL MANAGEMENT6+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO Service code 28 · EIN 80-0175963 | Investment Management | $64,848 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR & CO. Service code 28 · EIN 36-2214610 | Investment Management | $64,769 |
WILLIAM BLAIR5 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $58,465 |
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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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 11.71% | 12.77%-1.1pp | 90.61%-78.9pp | 12.86%-1.1pp |
| 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% | - |