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| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC9+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $648,820 |
MERCER9+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $379,597 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $359,322 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $329,047 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR FUNDS Service code 28 · EIN 99-5405320 | Investment Management | $323,281 |
RIDGEWORTH9+ years Filed as: KAYNE ANDERSON Service code 28 · EIN 95-4486379 | Investment Management | $254,723 |
ACADIAN ASSET MANAGEMENT LLC5 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 20-0166430 | Investment Management | $247,519 |
BOSTON PARTNERS9+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $220,944 |
Filed as: ACADIAN GLOBAL MANAGED VOLATILITY Service code 28 · EIN 26-2107163 | Investment Management | $72,397 |
BLACKROCK9+ years Service code 28 · EIN 30-0587659 | Investment Management | $54,522 |
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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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 12.73% | 10.30%+2.4pp | 7.69%+5.0pp | 9.11%+3.6pp |
| Employer contribution / active EE | $0 | $9,006-100.0% | $28,501-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |