| Provider | Service type | Compensation |
|---|---|---|
Filed as: METROPOLITAN LIFE INSURANCE CO Service code 22 · EIN 13-5581829 200 PARK AVENUE · NEW YORK, NY 10166 | Insurance Broker | $984,553 |
PGIM INVESTMENTS5+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 13-2631108 466 LEXINGTON AVE · NEW YORK, NY 10017 | Investment Management | $732,205 |
Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 · EIN 61-6506892 1 BRYANT PARK 38 · NEW YORK, NY 10036 | Investment Management | $358,768 |
Filed as: PRUDENTIAL ASSET MANAGEMENT Service code 28 · EIN 22-2550816 3 GATEWAY CENTER 14TH FLOOR · NEWARK, NJ 07102 | Investment Management | $207,686 |
BABCOCK & WILCOX TECHNICAL5+ years Service code 14 · EIN 54-1987297 701 SCARBORO ROAD · OAK RIDGE, TN 37830 | Plan Administrator | $194,408 |
ARTIO GLOBAL INC.1 year Filed as: ARTIO GLOBAL Service code 28 · EIN 62-1407069 330 MADISON AVENUE · NEW YORK, NY 10017 | Investment Management | $149,529 |
HEXAVEST INC.1 year Filed as: HEXAVEST Service code 28 · EIN 27-4751991 | Investment Management | $110,451 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 25 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 606031008 | Directed Trustee | $95,824 |
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 1100 PEACHTREE STREET NE · ATLANTA, GA 30309 | Legal | $56,756 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 2 FINANCIAL CENTER, 60TH SOUTH ST · BOSTON, MA 021119844 | Accounting | $30,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 46.70% | 22.40%+24.3pp | 29.77%+16.9pp | 21.83%+24.9pp |
| Employer contribution / active EE | $17,331 | $13,519+28.2% | $33,607-48.4% | $12,237+41.6% |
| Participant deferral / active EE | $1,636 | $806+103.1% | $96+1602.1% | $987+65.7% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |