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| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC10+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $678,506 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $396,525 |
WILLIAM BLAIR5 years Filed as: WILLIAM BLAIR FUNDS Service code 28 · EIN 99-5405320 | Investment Management | $342,491 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $302,239 |
MERCER10+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $290,250 |
BOSTON PARTNERS10+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $245,394 |
RIDGEWORTH10+ years Filed as: KAYNE ANDERSON Service code 28 · EIN 95-4486379 | Investment Management | $195,347 |
BLACKROCK10+ years Service code 28 · EIN 30-0587659 | Investment Management | $69,942 |
WIPFLI LLP5 years Service code 10 · EIN 39-0758449 | Accounting | $14,900 |
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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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 4.80% | 10.00%-5.2pp | 5.04%-0.2pp | 9.30%-4.5pp |
| Employer contribution / active EE | $0 | $10,331-100.0% | $26,454-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |