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| Provider | Service type | Compensation |
|---|---|---|
SANDERS CAPITAL, LLC9+ years Service code 27 · EIN 27-0705845 | Advisory (Plan) | $504,963 |
AON CONSULTING4 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $418,069 |
AB FUNDS9+ years Filed as: ALLIANCE BERNSTEIN, LP Service code 27 · EIN 13-4064930 | Advisory (Plan) | $368,715 |
ACADIAN ASSET MANAGEMENT LLC7 years Service code 27 · EIN 04-2929221 260 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $248,174 |
BAIRD FUNDS9+ years Filed as: ROBERT BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $169,428 |
L AND G INVESTMENT6 years Filed as: G W & K INVESTMENT Service code 27 222 BERKLEY ST · BOSTON, MA 02116 | Advisory (Plan) | $136,069 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $64,405 |
REED SMITH LLP9+ years Service code 29 · EIN 25-0749630 | Legal | $62,618 |
Filed as: BILKEY KATZ INVESTMENT Service code 27 · EIN 13-4226829 | Advisory (Plan) | $44,250 |
GLOBAL TAX MANAGEMENT4 years Service code 27 11279 PERRY HIGHWAY · WEXFORD, PA 15090 | Advisory (Plan) | $22,580 |
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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 | $13,363-100.0% | $80,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 5.6%-5.6pp | 2.2%-2.2pp |
| Annual return | 14.12% | 9.87%+4.3pp | 15.31%-1.2pp | 9.11%+5.0pp |
| Employer contribution / active EE | $0 | $9,738-100.0% | $28,686-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $126-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $456-100.0% | $125-100.0% |