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| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $437,663 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $417,593 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $252,537 |
RIDGEWORTH2+ years Filed as: KAYNE ANDERSON Service code 28 · EIN 95-4486379 | Investment Management | $226,794 |
MERCER2+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $213,913 |
BOSTON PARTNERS2+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $208,688 |
HEXAVEST INC.2+ years Filed as: HEXAVEST Service code 28 · EIN 51-6579174 | Investment Management | $168,337 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $128,348 |
BLACKROCK2+ years Service code 28 · EIN 94-6596958 | Investment Management | $68,307 |
OCH-ZIFF RE1 year Filed as: OCH ZIFF Service code 50 · EIN 26-0354783 | Direct Payment | $33,652 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 6.27% | 6.04%+0.2pp | 5.44%+0.8pp | 9.19%-2.9pp |
| Employer contribution / active EE | $21,163 | $12,925+63.7% | $25,481-16.9% | $12,608+67.9% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |