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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 17 · EIN 04-2647786 | Pension Consulting | $401,831 |
ARROWSTREET CAPITAL2 years Service code 28 · EIN 98-0652482 | Investment Management | $184,392 |
SNYDER CAPITAL MANAGEMENT8 years Filed as: SNYDER CAPITAL Service code 28 · EIN 04-3370184 | Investment Management | $146,181 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INV. CO. Service code 28 · EIN 20-8058531 | Investment Management | $97,915 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $87,118 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 18 · EIN 04-1867445 | Custodial (other than securities); Di... | $60,427 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $58,160 |
FRANKLIN TEMPLETON2 years Service code 28 · EIN 94-3411725 | Investment Management | $57,122 |
GJC CPA'S & ADVISORS2 years Service code 10 · EIN 38-2029668 | Accounting | $14,602 |
BLACKROCK2 years Service code 28 · EIN 94-3112180 | Investment Management | $12,458 |
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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 7.32% | 8.84%-1.5pp | 12.68%-5.4pp | 9.11%-1.8pp |
| Employer contribution / active EE | $0 | $8,705-100.0% | $41,626-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |