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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $329,695 |
Filed as: FIDELITY INVESTMENTS Service code 17 · EIN 04-2647786 | Pension Consulting | $314,222 |
SNYDER CAPITAL MANAGEMENT6 years Filed as: SNYDER CAPITAL Service code 28 · EIN 04-3370184 | Investment Management | $266,964 |
Filed as: NISA Service code 28 150 MERAMEC AVE · ST LOUIS, MO 63105 | Investment Management | $200,488 |
HEWITT ASSOCIATES LLC6 years Filed as: HEWITT CONSULTING Service code 17 · EIN 36-2235791 | Pension Consulting | $152,425 |
Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $90,418 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK AND TRUST Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $81,420 |
Filed as: JP MORGAN Service code 24 · EIN 13-4994650 | Discretionary Trustee | $64,562 |
GEORGE JOHNSON & COMPANY7+ years Filed as: GEORGE JOHNSON AND COMPANY Service code 10 · EIN 38-2029668 | Accounting | $21,440 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES & CO LP Service code 28 · EIN 04-3200030 | Investment Management | $6,728 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 5.20% | 12.07%-6.9pp | 8.95%-3.7pp | 15.63%-10.4pp |
| Employer contribution / active EE | $0 | $9,481-100.0% | $46,559-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |