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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $301,377 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $286,055 |
OCTOBER THREE CONSULTING LLC4 years Service code 13 · EIN 27-1175487 | Contract Administrator | $268,969 |
GAMCO ASSET MANAGEMENT7 years Filed as: GAMCO INVESTORS, INC. Service code 28 · EIN 13-4044521 | Investment Management | $199,829 |
MERCER7 years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $172,300 |
NORTHERN TRUST COMPANY8+ years Service code 15 · EIN 36-1564860 | Recordkeeping | $165,371 |
ACADIAN ASSET MANAGEMENT LLC7 years Service code 28 · EIN 04-2929221 | Investment Management | $28,934 |
Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $19,540 |
BLACKROCK5 years Filed as: BLACKROCK CORP Service code 28 · EIN 27-0347886 | Investment Management | $16,141 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $2,278,297-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | -21.00% | 90.87%-111.9pp | 111.29%-132.3pp | 2.78%-23.8pp |
| Employer contribution / active EE | $0 | $19,322-100.0% | $46,003-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $0 | $62-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |