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| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $453,020 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $360,604 |
RIDGEWORTH3+ years Filed as: KAYNE ANDERSON Service code 28 · EIN 95-4486379 | Investment Management | $290,443 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $249,844 |
BOSTON PARTNERS3+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $231,688 |
HEXAVEST INC.3+ years Filed as: HEXAVEST Service code 28 · EIN 51-6579174 | Investment Management | $197,091 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $129,506 |
BLACKROCK3+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $79,949 |
WIPFLI LLP3+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $11,500 |
OCH-ZIFF RE2 years Filed as: OCH ZIFF Service code 50 · EIN 26-0354783 | Direct Payment | $5,233 |
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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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 15.90% | 15.82%+0.1pp | 16.78%-0.9pp | 17.84%-1.9pp |
| Employer contribution / active EE | $8,789 | $19,885-55.8% | $26,328-66.6% | $14,688-40.2% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |