| 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 | $542,410 |
LEGAL & GENERAL INVESTMENT4 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 | $502,820 |
Service code 14 · EIN 45-4482782 P.O. BOX 2115 · OAK RIDGE, TN 37830 | Plan Administrator | $443,237 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 606031008 | Directed Trustee | $429,005 |
PGIM INVESTMENTS9+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 13-2631108 466 LEXINGTON AVE · NEW YORK, NY 10017 | Investment Management | $307,502 |
Filed as: PRUDENTIAL ASSET MANAGEMENT Service code 28 · EIN 22-2550816 3 GATEWAY CENTER 14TH FLOOR · NEWARK, NJ 07102 | Investment Management | $119,287 |
KPMG LLP9+ years Filed as: KPMG Service code 10 · EIN 13-5565207 227 N BRONOUGH STREET SUITE 7500 · TALLAHASSEE, FL 32301 | Accounting | $40,000 |
KILPATRICK TOWNSEND5 years Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 1100 PEACHTREE STREET NE · ATLANTA, GA 30309 | Legal | $23,053 |
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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 5.76% | 10.30%-4.5pp | 7.69%-1.9pp | 9.11%-3.3pp |
| Employer contribution / active EE | $26,451 | $9,006+193.7% | $28,501-7.2% | $12,231+116.3% |
| Participant deferral / active EE | $2,210 | $902+145.1% | $49+4399.7% | $1,272+73.7% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |