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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $430,722 |
Filed as: FIDELITY INVESTMENTS Service code 17 · EIN 04-2647786 | Pension Consulting | $410,507 |
SNYDER CAPITAL MANAGEMENT6 years Filed as: SNYDER CAPITAL Service code 28 · EIN 04-3370184 | Investment Management | $348,768 |
Filed as: NISA Service code 28 150 MERAMEC AVE · ST LOUIS, MO 63105 | Investment Management | $261,923 |
HEWITT ASSOCIATES LLC6 years Filed as: HEWITT CONSULTING Service code 17 · EIN 36-2235791 | Pension Consulting | $199,132 |
Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $118,125 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $106,369 |
Filed as: JP MORGAN Service code 24 · EIN 13-4994650 | Discretionary Trustee | $84,346 |
GEORGE JOHNSON & COMPANY7+ years Service code 17 · EIN 38-2029668 | Pension Consulting | $28,010 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES & CO LP Service code 28 · EIN 04-3200030 | Investment Management | $8,790 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 5.02% | 19.39%-14.4pp | 8.95%-3.9pp | 19.39%-14.4pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $46,559-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $131-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |