| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $980,730 |
LEVIN CAPITAL STRATEGIES, LP6+ years Service code 28 · EIN 87-0753486 | Investment Management | $360,871 |
NEUBERGER BERMAN6+ years Service code 28 · EIN 13-2938677 | Investment Management | $216,530 |
PZENA INVESTMENT MANAGEMENT6+ years Service code 28 · EIN 13-3860154 | Investment Management | $215,220 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN LP Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $209,200 |
BARON CAPITAL MANAGEMENT1 year Filed as: BARON CAPITAL MANAGEMENT INC. Service code 27 767 FIFTH AVENUE · NEW YORK, NC 10153 | Advisory (Plan) | $186,228 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $147,280 |
HUBER CAPITAL MANAGEMENT6+ years Service code 28 · EIN 20-8441410 | Investment Management | $81,760 |
Filed as: HARRIS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3673844 | Investment Management | $50,000 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JP MORGAN CHASE BANK, NA Service code 25 · EIN 13-4994650 | Directed Trustee | $39,614 |
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 | $2,822,362-100.0% | $1,964,387-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.6%-0.6pp |
| Annual return | 13.34% | 7.54%+5.8pp | 21681.50%-21668.2pp | 11.45%+1.9pp |
| Employer contribution / active EE | $0 | $16,158-100.0% | $87,430-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $79-100.0% | $70-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,693-100.0% | $15,480-100.0% |