| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 14 · EIN 04-3523437 | Plan Administrator | $672,765 |
Filed as: GRANTHAM, MAYO, VAN OTTERLOO & CO, Service code 28 · EIN 36-6019047 | Investment Management | $437,297 |
Service code 27 · EIN 36-7045783 | Advisory (Plan) | $424,100 |
NEPC, LLC1 year Service code 17 · EIN 04-2927339 | Pension Consulting | $375,000 |
BLACKROCK1 year Service code 21 · EIN 45-3856224 | Bank Trustee | $272,416 |
Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $157,276 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $93,723 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY Service code 21 · EIN 04-3200030 | Bank Trustee | $36,769 |
MSX INTERNATIONAL2+ years Service code 21 · EIN 38-3323110 | Bank Trustee | $30,881 |
GEORGE JOHNSON & COMPANY2+ years Service code 10 · EIN 38-2029668 | Accounting | $26,300 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 7.14% | 17.94%-10.8pp | 5.44%+1.7pp | 7.18%0pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |