| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $2,166,025 |
BOSTON PARTNERS8+ years Service code 28 · EIN 98-0202744 | Investment Management | $1,292,521 |
PGIM INVESTMENTS4 years Filed as: JENNISON ASSOC CAPITAL CORP Service code 28 · EIN 13-2631108 | Investment Management | $1,274,647 |
CAUSEWAY CAPITAL MANAGEMENT LLC8+ years Filed as: CAUSEWAY CAPITAL MANAGEMENT Service code 28 · EIN 95-4861680 | Investment Management | $1,244,101 |
NISA INVESTMENT ADVISORS, LLC8+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $1,132,931 |
SANDERSON ASSET MANAGEMENT8+ years Service code 28 · EIN 13-4169008 | Investment Management | $966,861 |
LEGAL & GENERAL INVESTMENT8+ years Filed as: LEGAL AND GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $778,868 |
PZENA INVESTMENT MANAGEMENT4 years Service code 28 · EIN 13-3860154 | Investment Management | $681,081 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $644,629 |
WILLIAM BLAIR7 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $578,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -26.00% | -14.80%-11.2pp | 179.55%-205.5pp | -14.80%-11.2pp |
| Employer contribution / active EE | $276 | $8,996-96.9% | $24,917-98.9% | $8,996-96.9% |
| Participant deferral / active EE | $0 | $455-100.0% | $463-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |