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| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC4+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $489,715 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $419,994 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGMENT Service code 28 · EIN 30-0282430 | Investment Management | $374,244 |
RIDGEWORTH4+ years Filed as: KAYNE ANDERSON Service code 28 · EIN 95-4575414 | Investment Management | $315,687 |
BOSTON PARTNERS4+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $269,508 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $260,694 |
HEXAVEST INC.4+ years Filed as: HEXAVEST Service code 28 · EIN 51-6579174 | Investment Management | $227,405 |
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $140,288 |
Filed as: ACADIAN ASSET MANAGMENT Service code 28 · EIN 04-2929221 | Investment Management | $94,699 |
BLACKROCK4+ years Service code 21 · EIN 94-6596958 | Bank Trustee | $68,421 |
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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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -5.86% | 201.32%-207.2pp | 12.68%-18.5pp | 33.37%-39.2pp |
| Employer contribution / active EE | $10,054 | $10,877-7.6% | $22,860-56.0% | $11,253-10.7% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |