| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN3+ years Service code 28 · EIN 13-2938677 | Investment Management | $1,374,481 |
PZENA INVESTMENT MANAGEMENT3+ years Service code 28 · EIN 13-3860154 | Investment Management | $966,835 |
ALIGHT SOLUTIONS LLC1 year Service code 13 · EIN 82-1061233 | Contract Administrator | $786,881 |
WELLS FARGO BANK, N.A.3+ years Filed as: WACHOVIA Service code 13 · EIN 22-2613068 | Contract Administrator | $341,306 |
HUBER CAPITAL MANAGEMENT3+ years Service code 28 · EIN 20-8441410 | Investment Management | $302,688 |
LEVIN CAPITAL STRATEGIES, LP3+ years Service code 28 · EIN 87-0753486 | Investment Management | $243,869 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON AND CO Service code 11 · EIN 27-0676603 | Actuarial | $133,363 |
Filed as: HARRIS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3673844 | Investment Management | $50,000 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE BANK, NA Service code 25 · EIN 13-4994650 | Directed Trustee | $42,962 |
SEYFARTH SHAW LLP3+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $28,075 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $1,637,423-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.9%-1.9pp |
| Annual return | 10.61% | 13.06%-2.4pp | 15.63%-5.0pp | 23.90%-13.3pp |
| Employer contribution / active EE | $0 | $19,111-100.0% | $56,677-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $0 | $93-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $0 | $18,975-100.0% |