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| Provider | Service type | Compensation |
|---|---|---|
SANDERS CAPITAL, LLC4+ years Service code 27 · EIN 27-0705845 | Advisory (Plan) | $358,989 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 11 · EIN 25-1211909 | Actuarial | $356,290 |
AB FUNDS4+ years Filed as: ALLIANCE BERNSTEIN, LP Service code 27 · EIN 13-4064930 | Advisory (Plan) | $345,024 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT Service code 11 525 MARKET ST, STE 10 · SAN FRANCISCO, CA 94105 | Actuarial | $321,390 |
ACADIAN ASSET MANAGEMENT LLC2 years Service code 27 · EIN 04-2929221 260 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $281,692 |
BAIRD FUNDS4+ years Filed as: ROBERT BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $209,952 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR CONSULTING Service code 16 11 STANWIX STREET, SUITE 700 · PITTSBURGH, PA 15222 | Consulting | $133,085 |
L AND G INVESTMENT1 year Filed as: G W & K INVESTMENT Service code 51 222 BERKLEY ST · BOSTON, MA 02116 | Investment Mgmt Fees | $93,734 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $53,236 |
Filed as: BILKEY KATZ INVESTMENT Service code 11 · EIN 13-4226829 | Actuarial | $41,875 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -5.53% | 39.99%-45.5pp | 4.36%-9.9pp | 33.37%-38.9pp |
| Employer contribution / active EE | $0 | $11,066-100.0% | $27,383-100.0% | $11,253-100.0% |
| Participant deferral / active EE | -$2 | $93-102.2% | $75-102.7% | $819-100.2% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |