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| Provider | Service type | Compensation |
|---|---|---|
SANDERS CAPITAL, LLC10+ years Service code 27 · EIN 27-0705845 | Advisory (Plan) | $476,918 |
AON CONSULTING5 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $435,252 |
AB FUNDS10+ years Filed as: ALLIANCE BERNSTEIN, LP Service code 27 · EIN 13-4064930 | Advisory (Plan) | $332,456 |
PNC BANK, N.A.1 year Filed as: PNC BANK, NA Service code 11 · EIN 22-1146430 | Actuarial | $303,434 |
ACADIAN ASSET MANAGEMENT LLC8 years Service code 27 · EIN 04-2929221 260 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $285,450 |
L AND G INVESTMENT7 years Filed as: G W & K INVESTMENT Service code 27 222 BERKLEY ST · BOSTON, MA 02116 | Advisory (Plan) | $154,525 |
BAIRD FUNDS10+ years Filed as: ROBERT BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $110,626 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $54,525 |
BILKEYKATZ INVESTMENT CONSULTANTS10+ years Filed as: BILKEY KATZ INVESTMENT Service code 27 · EIN 13-4226829 | Advisory (Plan) | $45,000 |
BAKER TILLY US, LLP8 years Filed as: BAKER TILLY Service code 10 20 STANWIX STREET, SUITE 800 · PITTSBURGH, PA 15222 | Accounting | $15,750 |
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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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 10.26% | 8.05%+2.2pp | 6.70%+3.6pp | 9.30%+1.0pp |
| Employer contribution / active EE | $0 | $10,660-100.0% | $25,217-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |