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| Provider | Service type | Compensation |
|---|---|---|
GAMCO ASSET MANAGEMENT6 years Filed as: GAMCO INVESTORS, INC. Service code 28 · EIN 13-4044521 | Investment Management | $339,489 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $285,644 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $279,873 |
OCTOBER THREE CONSULTING LLC3 years Service code 13 · EIN 27-1175487 | Contract Administrator | $268,721 |
NORTHERN TRUST COMPANY7+ years Service code 15 · EIN 36-1564860 | Recordkeeping | $199,385 |
MERCER6 years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $173,294 |
ACADIAN ASSET MANAGEMENT LLC6 years Service code 28 · EIN 04-2929221 | Investment Management | $77,752 |
Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $31,543 |
Filed as: COLCHESTER GLOBAL INVESTORS LTD Service code 28 · EIN 36-7324183 | Investment Management | $26,874 |
BLACKROCK4 years Filed as: BLACKROCK CORP Service code 28 · EIN 27-0347886 | Investment Management | $12,540 |
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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 | $1,472,696-100.0% | $2,286,405-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.7%-0.7pp |
| Annual return | 5.18% | 9.71%-4.5pp | 4.92%+0.3pp | 13.24%-8.1pp |
| Employer contribution / active EE | $0 | $11,854-100.0% | $39,114-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $0 | $79-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $0 | $4,137-100.0% |