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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175091 | Investment Management | $1,854,899 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $670,848 |
USI CONSULTING GROUP1+ years Service code 13 · EIN 13-4032401 | Contract Administrator | $351,275 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $323,352 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 23 · EIN 22-1211670 | Insurance services | $255,506 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $179,383 |
SHENKMAN CAPITAL MANAGEMENT1+ years Filed as: SHENKMAN CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-3280361 | Investment Management | $145,798 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 23 · EIN 13-5581829 | Investment management; Insurance serv... | $138,295 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA INVESTMENT MANAGERS N.A. Service code 28 · EIN 13-4045673 | Investment Management | $95,648 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Filed as: CLARK SCHAEFER HACKETT & CO. Service code 10 · EIN 31-0800053 | Accounting | $19,000 |
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Employer 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.
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 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 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | -1.80% | -0.81%-1.0pp | -2.90%+1.1pp | 2.81%-4.6pp |
| Employer contribution / active EE | $0 | $22,644-100.0% | $27,990-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |