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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL ASSET MGT. Service code 28 · EIN 04-3532603 | Investment Management | $557,610 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN EXPRESS ASSET MANAGEMENT Service code 27 · EIN 41-1533211 | Advisory (Plan) | $307,257 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $303,629 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $281,585 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $214,291 |
RYAN LABS ASSET MANAGEMENT2 years Service code 27 · EIN 47-3503928 | Advisory (Plan) | $156,651 |
WILSHIRE ASSOCIATES INCORPORATED9+ years Service code 17 · EIN 95-2755361 | Pension Consulting | $146,667 |
SLC MANAGEMENT2 years Filed as: SUN LIFE INVESTMENT MGT. US, INC. Service code 28 · EIN 68-0635051 | Investment Management | $140,287 |
OC SALES, LLC9+ years Service code 14 · EIN 43-2109021 | Plan Administrator | $108,896 |
DELAWARE INVESTMENTS2 years Filed as: MACQUARIE INVESTMENT MANAGEMENT Service code 27 · EIN 23-2859590 | Advisory (Plan) | $87,503 |
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Annual investment return is in the bottom quintile of the peer cohort.
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% | $80,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 5.6%-5.6pp | 2.2%-2.2pp |
| Annual return | 3.36% | 9.87%-6.5pp | 15.31%-11.9pp | 9.11%-5.8pp |
| Employer contribution / active EE | $0 | $9,738-100.0% | $28,686-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $126-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $456-100.0% | $125-100.0% |