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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $397,083 |
GAMCO ASSET MANAGEMENT1 year Filed as: GAMCO INVESTORS, INC Service code 28 · EIN 13-4044521 | Investment Management | $381,738 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $374,369 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $278,432 |
NORTHERN TRUST COMPANY3+ years Service code 15 · EIN 36-1561860 | Recordkeeping | $213,527 |
Filed as: SUMMIT STRATEGIES Service code 17 · EIN 43-1708520 | Pension Consulting | $210,000 |
CASTLEARK MANAGEMENT LLC2 years Service code 28 · EIN 36-4269427 | Investment Management | $183,985 |
ACADIAN ASSET MANAGEMENT LLC2 years Service code 28 · EIN 04-2929221 | Investment Management | $130,957 |
MONDRIAN INVESTMENT GROUP2 years Filed as: MONDRIAN INVESTMENT GROUP, INC. Service code 28 · EIN 36-7205063 | Investment Management | $123,356 |
PINNACLE ASSOCIATES LTD2 years Service code 25 · EIN 13-3220717 | Directed Trustee | $123,088 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| 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 | 8.97% | 13.06%-4.1pp | 15.63%-6.7pp | 23.90%-14.9pp |
| 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% |