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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 52 · EIN 36-1561860 | Indirect Investment Fees | $71,094 |
RSM US LLP3 years Filed as: RSM Service code 27 · EIN 42-0714325 | Advisory (Plan) | $34,965 |
MARGARET SHRIVER5 years Filed as: MARGARET EISEN Service code 27 YARMOUTH ROAD · ROWAYTON, CT 06853 | Advisory (Plan) | $28,000 |
BAIRD FUNDS4 years Filed as: ROBERT P MORGENTHAU Service code 27 DODGEWOOD ROAD · BRONX, NY 10471 | Advisory (Plan) | $20,000 |
ANDREA GABALDON3 years Filed as: ANDREA TOBACK Service code 17 340 W DIVERSEY PKWY APT 1018 · CHICAGO, IL 60657 | Pension Consulting | $17,381 |
J.P. GUTFREUND1 year Service code 27 1ST AVENUE · NEW YORK, NY 10021 | Advisory (Plan) | $15,000 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 64 · EIN 13-3623351 | Recordkeeping Fees | $11,049 |
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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.
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 | $198,586-100.0% | $146,045-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 12.5%-12.5pp | 13.5%-13.5pp |
| Annual return | 3.17% | 9.29%-6.1pp | 9.55%-6.4pp | 9.29%-6.1pp |
| Employer contribution / active EE | $0 | $15,168-100.0% | $39,797-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $130-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $0 | $2,037-100.0% |