| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN4+ years Service code 28 · EIN 13-2938677 | Investment Management | $1,286,162 |
PZENA INVESTMENT MANAGEMENT4+ years Service code 28 · EIN 13-3860154 | Investment Management | $967,095 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $785,510 |
HUBER CAPITAL MANAGEMENT4+ years Service code 28 · EIN 20-8441410 | Investment Management | $347,641 |
WELLS FARGO BANK, N.A.4+ years Filed as: WACHOVIA Service code 13 · EIN 22-2613068 | Contract Administrator | $341,085 |
LEVIN CAPITAL STRATEGIES, LP4+ years Service code 28 · EIN 87-0753486 | Investment Management | $273,581 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON AND CO Service code 11 · EIN 27-0676603 | Actuarial | $160,956 |
SEYFARTH SHAW LLP4+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $53,449 |
Filed as: HARRIS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3673844 | Investment Management | $50,000 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE BANK, NA Service code 25 · EIN 13-4994650 | Directed Trustee | $39,376 |
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 | $18,026,966-100.0% | $311,837-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -3.99% | -4.35%+0.4pp | 4677.09%-4681.1pp | 0.19%-4.2pp |
| Employer contribution / active EE | $0 | $11,736-100.0% | $49,501-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $0 | $312-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | - | $426-100.0% |