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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 17 · EIN 04-2647786 | Pension Consulting | $569,623 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $331,541 |
Filed as: NISA Service code 28 150 MERAMEC AVE · ST LOUIS, MO 63105 | Investment Management | $210,516 |
SNYDER CAPITAL MANAGEMENT5 years Filed as: SNYDER CAPITAL Service code 28 · EIN 04-3370184 | Investment Management | $186,940 |
HEWITT ASSOCIATES LLC5 years Filed as: HEWITT CONSULTING Service code 17 · EIN 36-2235791 | Pension Consulting | $132,201 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES & CO LP Service code 28 · EIN 04-3200030 | Investment Management | $92,940 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK AND TRUST Service code 18 · EIN 04-1867445 | Direct payment from the plan; Investm... | $59,247 |
GEORGE JOHNSON & COMPANY6+ years Filed as: GEORGE JOHNSON AND COMPANY Service code 10 · EIN 38-2029668 | Accounting | $23,476 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 8.45% | 9.48%-1.0pp | 9.52%-1.1pp | 12.86%-4.4pp |
| Employer contribution / active EE | $0 | $12,808-100.0% | $41,951-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |