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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 16 · EIN 05-3515240 | Consulting | $368,024 |
Filed as: PILLSBURY WINTHROP LLP Service code 16 · EIN 94-1311126 | Consulting | $202,056 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ASSOCIATES - PENS MGMT Service code 15 · EIN 36-2235791 | Recordkeeping | $182,784 |
AON CONSULTING2+ years Filed as: AON CONSULTING GROUP Service code 16 · EIN 23-2293237 | Consulting | $126,559 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $105,050 |
LEVIN CAPITAL STRATEGIES, LP2+ years Service code 28 · EIN 87-0753486 | Investment Management | $55,474 |
Filed as: SANDERSON ASSEST MANAGEMENT, INC Service code 28 · EIN 13-4169008 | Investment Management | $41,571 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 04-2755549 | Investment Management | $16,223 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO. Service code 28 · EIN 04-1867445 | Investment Management | $219 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 4.66% | 4.82%-0.2pp | 3.97%+0.7pp | 7.18%-2.5pp |
| Employer contribution / active EE | $0 | $12,725-100.0% | $28,168-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |