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| Provider | Service type | Compensation |
|---|---|---|
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 1717 ARCH ST · PHILADELPHIA, PA 19103 | Investment Management | $251,744 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 PO BOX 894139 · LOS ANGELES, CA 90189 | Investment Management | $239,901 |
ACADIAN ASSET MANAGEMENT LLC6 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 ONE OFFICED SQUARE · BOSTON, MA 02101 | Investment Management | $81,193 |
HUNTINGTON NATIONAL BANK7+ years Service code 13 · EIN 13-0966785 | Contract Administrator | $67,548 |
ADVISORY RESEARCH1 year Filed as: ADVISORY RESEARCH INVESTMENT MGMT Service code 28 · EIN 36-2831881 | Investment Management | $62,690 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $765,066-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.7%-0.7pp |
| Annual return | 3.70% | 8.60%-4.9pp | 8.31%-4.6pp | 13.24%-9.5pp |
| Employer contribution / active EE | $22,088 | $19,393+13.9% | $21,002+5.2% | $14,616+51.1% |
| Participant deferral / active EE | $0 | $498-100.0% | $224-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $724-100.0% | $4,137-100.0% |