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| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC8+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $682,575 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $393,797 |
MERCER8+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $344,000 |
ACADIAN ASSET MANAGEMENT LLC4 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 20-0166430 | Investment Management | $324,309 |
RIDGEWORTH8+ years Filed as: KAYNE ANDERSON Service code 28 · EIN 95-4486379 | Investment Management | $308,813 |
BOSTON PARTNERS8+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $306,204 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $296,096 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR FUNDS Service code 28 · EIN 99-5405320 | Investment Management | $275,896 |
MERCER8+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $118,250 |
BLACKROCK8+ years Service code 28 · EIN 94-6596958 | Investment Management | $54,743 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -22.01% | 87.23%-109.2pp | -5.12%-16.9pp | 23.41%-45.4pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |