| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS3+ years Service code 28 · EIN 98-0202744 | Investment Management | $1,144,757 |
LEGAL & GENERAL INVESTMENT3+ years Filed as: LEGAL AND GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $1,075,136 |
Filed as: CONDUENT INCORPORATED Service code 65 · EIN 04-3609848 | Account Maintenance | $1,028,668 |
CAUSEWAY CAPITAL MANAGEMENT LLC3+ years Filed as: CAUSEWAY CAPITAL MANAGEMENT Service code 28 · EIN 95-4861680 | Investment Management | $856,385 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Trustee (dire... | $805,975 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $787,861 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $770,684 |
SANDERSON ASSET MANAGEMENT3+ years Service code 28 · EIN 13-4169008 | Investment Management | $739,108 |
Filed as: JACOBS LEVY Service code 28 · EIN 22-2774695 | Investment Management | $435,500 |
DENVER INVESTMENTS3+ years Filed as: DENVER INVESTMENT ADVISORS Service code 28 · EIN 84-1284659 | Investment Management | $422,974 |
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 | $0 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 16.10% | 16.32%-0.2pp | 11.12%+5.0pp | 16.32%-0.2pp |
| Employer contribution / active EE | $0 | $12,766-100.0% | $22,651-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $0 | $800-100.0% | $198-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |