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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 20-8262386 | Consulting | $161,751 |
NORTHERN TRUST COMPANY3+ years Service code 12 · EIN 36-1561861 | Float revenue; Claims processing; Dis... | $155,948 |
Service code 11 · EIN 13-3689044 | Actuarial | $65,000 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE INVESTMENT MANAGEMENT Service code 16 · EIN 23-2859590 | Consulting | $14,467 |
BOSTON PARTNERS3+ years Service code 16 · EIN 98-0202744 | Consulting | $12,081 |
LEGG MASON2 years Filed as: LEGG MASON FBO CLEARBRIDGE Service code 16 · EIN 01-0846058 | Consulting | $8,862 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MANAGEMENT Service code 16 · EIN 26-0319356 | Consulting | $8,769 |
LANER MUCHIN3+ years Service code 29 · EIN 36-3088463 | Legal | $5,137 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 11.46% | 11.00%+0.5pp | 9.39%+2.1pp | 10.41%+1.0pp |
| Employer contribution / active EE | $33,889 | $16,132+110.1% | $33,466+1.3% | $14,691+130.7% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |