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| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC5+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $592,410 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $326,768 |
BOSTON PARTNERS5+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $280,432 |
Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $269,056 |
RIDGEWORTH5+ years Filed as: KAYNE ANDERSON Service code 28 · EIN 95-4575414 | Investment Management | $251,951 |
WILLIAM BLAIR1 year Service code 28 · EIN 36-2214610 | Investment Management | $218,940 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGMENT Service code 28 · EIN 30-0282430 | Investment Management | $214,787 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $211,530 |
MERCER5+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $128,872 |
BLACKROCK5+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $107,597 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 21.42% | 22.40%-1.0pp | 29.77%-8.3pp | 21.83%-0.4pp |
| Employer contribution / active EE | $0 | $13,519-100.0% | $33,607-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |