| Provider | Service type | Compensation |
|---|---|---|
BABCOCK & WILCOX TECHNICAL7+ years Service code 14 · EIN 54-1987297 701 SCARBORO ROAD · OAK RIDGE, TN 37830 | Plan Administrator | $971,952 |
Filed as: METROPOLITAN LIFE INSURANCE CO Service code 22 · EIN 13-5581829 200 PARK AVENUE · NEW YORK, NY 10166 | Insurance Broker | $779,359 |
PGIM INVESTMENTS7+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 13-2631108 466 LEXINGTON AVE · NEW YORK, NY 10017 | Investment Management | $510,806 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST Service code 25 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 606031008 | Directed Trustee | $404,527 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVESTMENT MGMT INC Service code 28 · EIN 20-8058531 71 SOUTH WACKER DRIVE SUITE 800 · CHICAGO, IL 60606 | Investment Management | $227,911 |
Filed as: PRUDENTIAL ASSET MANAGEMENT Service code 28 · EIN 22-2550816 3 GATEWAY CENTER 14TH FLOOR · NEWARK, NJ 07102 | Investment Management | $104,320 |
KILPATRICK TOWNSEND2 years Filed as: KILPATRICK STOCKTON LLP Service code 29 · EIN 58-0511774 1100 PEACHTREE STREET NE · ATLANTA, GA 30309 | Legal | $16,497 |
BLACKROCK4 years Service code 28 · EIN 94-3112180 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $7,173 |
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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 7.88% | 9.47%-1.6pp | 7.32%+0.6pp | 15.63%-7.7pp |
| Employer contribution / active EE | $30,972 | $9,065+241.7% | $23,426+32.2% | $11,476+169.9% |
| Participant deferral / active EE | $1,848 | $939+96.9% | $107+1623.2% | $1,127+64.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |