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| Provider | Service type | Compensation |
|---|---|---|
SANDERS CAPITAL, LLC7+ years Service code 27 · EIN 27-0705845 | Advisory (Plan) | $470,976 |
AON CONSULTING2 years Filed as: AON CONSULTING INC Service code 17 · EIN 22-2232264 | Pension Consulting | $390,311 |
AB FUNDS7+ years Filed as: ALLIANCE BERNSTEIN, LP Service code 27 · EIN 13-4064930 | Advisory (Plan) | $343,268 |
ACADIAN ASSET MANAGEMENT LLC5 years Service code 27 · EIN 04-2929221 260 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $273,481 |
BAIRD FUNDS7+ years Filed as: ROBERT BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $261,415 |
L AND G INVESTMENT4 years Filed as: G W & K INVESTMENT Service code 27 222 BERKLEY ST · BOSTON, MA 02116 | Advisory (Plan) | $145,901 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $77,215 |
Filed as: BILKEY KATZ INVESTMENT Service code 27 · EIN 13-4226829 | Advisory (Plan) | $52,000 |
GLOBAL TAX MANAGEMENT2 years Service code 27 11279 PERRY HIGHWAY · WEXFORD, PA 15090 | Advisory (Plan) | $12,000 |
BAKER TILLY US, LLP5 years Filed as: BAKER TILLY Service code 11 20 STANWIX STREET, SUITE 800 · PITTSBURGH, PA 15222 | Actuarial | $11,750 |
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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 | $444,552-100.0% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 18.89% | 7.76%+11.1pp | 36.37%-17.5pp | 15.63%+3.3pp |
| Employer contribution / active EE | $0 | $10,188-100.0% | $37,223-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |