| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN1+ years Service code 28 · EIN 13-2938677 | Investment Management | $1,563,786 |
PZENA INVESTMENT MANAGEMENT1+ years Service code 28 · EIN 13-3860154 | Investment Management | $1,075,075 |
HEWITT ASSOCIATES LLC1+ years Service code 13 · EIN 36-2235791 | Contract Administrator | $956,741 |
WELLS FARGO BANK, N.A.1+ years Filed as: WACHOVIA Service code 13 · EIN 22-2613068 | Contract Administrator | $504,068 |
HUBER CAPITAL MANAGEMENT1+ years Service code 28 · EIN 20-8441410 | Investment Management | $293,608 |
LEVIN CAPITAL STRATEGIES, LP1+ years Service code 28 · EIN 87-0753486 | Investment Management | $231,234 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON AND CO Service code 11 · EIN 27-0676603 | Actuarial | $108,363 |
Filed as: HARRIS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3673844 | Investment Management | $50,000 |
SEYFARTH SHAW LLP1+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $32,111 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, NA Service code 25 · EIN 13-4994650 | Directed Trustee | $31,467 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $177,167-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 0.0%0pp |
| Annual return | -1.16% | -1.94%+0.8pp | -2.52%+1.4pp | 1.67%-2.8pp |
| Employer contribution / active EE | $0 | $10,838-100.0% | $82,375-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $627-100.0% | $201-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $1,917-100.0% | $66,276-100.0% |