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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $329,791 |
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 16 · EIN 04-3515240 | Consulting | $288,224 |
Filed as: PILLSBURY WINTHROP, LLP Service code 16 · EIN 94-1311126 | Consulting | $117,090 |
Filed as: SANDERSON ASSET MANAGEMENT, LLP Service code 28 · EIN 13-4169008 | Investment Management | $68,807 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $58,161 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $53,220 |
Filed as: VAUGHAN NELSON INVESTMENT MANAGEMEN Service code 28 · EIN 04-3304963 | Investment Management | $51,880 |
KILTEARN PARTNERS LLP2 years Filed as: KILTEARN PARTNERS Service code 28 · EIN 27-4585908 | Investment Management | $51,404 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MANAGMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $42,481 |
GRANT THORNTON LLP1 year Filed as: GRANT THORTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $25,235 |
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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 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | -5.46% | -0.95%-4.5pp | -0.67%-4.8pp | -0.69%-4.8pp |
| Employer contribution / active EE | $0 | $18,555-100.0% | $31,731-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $1,384-100.0% | $473-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |