| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN2+ years Service code 28 · EIN 13-2938677 | Investment Management | $1,393,549 |
HEWITT ASSOCIATES LLC2+ years Service code 13 · EIN 36-2235791 | Contract Administrator | $971,461 |
PZENA INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 13-3860154 | Investment Management | $950,275 |
WELLS FARGO BANK, N.A.2+ years Filed as: WACHOVIA Service code 13 · EIN 22-2613068 | Contract Administrator | $455,309 |
HUBER CAPITAL MANAGEMENT2+ years Service code 28 · EIN 20-8441410 | Investment Management | $254,954 |
LEVIN CAPITAL STRATEGIES, LP2+ years Service code 28 · EIN 87-0753486 | Investment Management | $209,077 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON AND CO Service code 11 · EIN 27-0676603 | Actuarial | $139,935 |
Filed as: HARRIS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3673844 | Investment Management | $50,000 |
SEYFARTH SHAW LLP2+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $36,663 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK, NA Service code 25 · EIN 13-4994650 | Directed Trustee | $36,435 |
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 | $381,942,733-100.0% | $500,101-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 8.54% | 7.66%+0.9pp | 2.08%+6.5pp | 9.19%-0.7pp |
| Employer contribution / active EE | $0 | $9,651-100.0% | $47,324-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $422-100.0% | $78-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $1,916-100.0% | $2,655,710-100.0% |