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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL ASSET MGT. Service code 28 · EIN 04-3532603 | Investment Management | $414,500 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $338,084 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $274,304 |
Service code 27 · EIN 47-3503928 | Advisory (Plan) | $244,544 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $212,964 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Service code 17 · EIN 95-2755361 | Pension Consulting | $160,000 |
SLC MANAGEMENT1 year Filed as: SUN LIFE INVESTMENT MGT. US, INC. Service code 28 · EIN 68-0635051 | Investment Management | $119,923 |
OC SALES, LLC8+ years Service code 14 · EIN 43-2109021 | Plan Administrator | $106,262 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE INVESTMENT MANAGEMENT Service code 27 · EIN 23-2859590 | Advisory (Plan) | $104,657 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 21 · EIN 13-3806691 | Bank Trustee | $74,675 |
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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 | $2,456,633-100.0% | $53,690-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 1.5%-1.5pp |
| Annual return | -19.42% | -13.75%-5.7pp | -4.80%-14.6pp | 23.41%-42.8pp |
| Employer contribution / active EE | $0 | $13,276-100.0% | $30,897-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $40,849-100.0% | $14,884-100.0% |