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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS8+ years Filed as: ALLIANCE BERNSTEIN, LP Service code 27 · EIN 13-4064930 | Advisory (Plan) | $537,439 |
AON CONSULTING3 years Filed as: AON CONSULTING INC Service code 17 · EIN 22-2232264 | Pension Consulting | $435,226 |
SANDERS CAPITAL, LLC8+ years Service code 27 · EIN 27-0705845 | Advisory (Plan) | $386,118 |
ACADIAN ASSET MANAGEMENT LLC6 years Service code 27 · EIN 04-2929221 260 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $277,754 |
BAIRD FUNDS8+ years Filed as: ROBERT BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $159,543 |
L AND G INVESTMENT5 years Filed as: G W & K INVESTMENT Service code 27 222 BERKLEY ST · BOSTON, MA 02116 | Advisory (Plan) | $135,979 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $47,966 |
Filed as: BILKEY KATZ INVESTMENT Service code 27 · EIN 13-4226829 | Advisory (Plan) | $42,000 |
GLOBAL TAX MANAGEMENT3 years Service code 27 11279 PERRY HIGHWAY · WEXFORD, PA 15090 | Advisory (Plan) | $17,268 |
BAKER TILLY US, LLP6 years Filed as: BAKER TILLY Service code 11 20 STANWIX STREET, SUITE 800 · PITTSBURGH, PA 15222 | Actuarial | $14,385 |
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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 | $2,456,633-100.0% | $53,690-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 1.5%-1.5pp |
| Annual return | -17.99% | -13.75%-4.2pp | -4.80%-13.2pp | 23.41%-41.4pp |
| Employer contribution / active EE | $0 | $13,276-100.0% | $30,897-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $40,849-100.0% | $14,884-100.0% |