| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC6+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $1,249,370 |
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $1,233,699 |
CAUSEWAY CAPITAL MANAGEMENT LLC6+ years Filed as: CAUSEWAY CAPITAL MANAGEMENT Service code 28 · EIN 95-4861680 | Investment Management | $1,023,411 |
PGIM INVESTMENTS2 years Filed as: JENNISON ASSOC CAPITAL CORP Service code 28 · EIN 13-2631108 | Investment Management | $968,695 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $900,032 |
LEGAL & GENERAL INVESTMENT6+ years Filed as: LEGAL AND GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $860,369 |
SANDERSON ASSET MANAGEMENT6+ years Service code 28 · EIN 13-4169008 | Investment Management | $834,812 |
BOSTON PARTNERS6+ years Service code 28 · EIN 98-0202744 | Investment Management | $805,552 |
COLUMBUS CIRCLE INVESTORS6+ years Filed as: COLUMBUS CIRCLE Service code 28 · EIN 06-1404803 | Investment Management | $534,431 |
PZENA INVESTMENT MANAGEMENT2 years Service code 28 · EIN 13-3860154 | Investment Management | $498,698 |
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 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 27.03% | 5230.06%-5203.0pp | 8.35%+18.7pp | 5230.06%-5203.0pp |
| Employer contribution / active EE | $0 | $10,491-100.0% | $27,010-100.0% | $10,491-100.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $180-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |