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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY2+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175091 | Investment Management | $1,473,281 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $679,984 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $337,206 |
USI CONSULTING GROUP2+ years Service code 13 · EIN 13-4032401 | Contract Administrator | $311,824 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 23 · EIN 22-1211670 | Insurance services | $246,268 |
SHENKMAN CAPITAL MANAGEMENT2+ years Filed as: SHENKMAN CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-3280361 | Investment Management | $240,317 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 23 · EIN 13-5581829 | Insurance services; Investment manage... | $178,155 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $177,332 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA INVESTMENT MANAGERS N.A. Service code 28 · EIN 13-4045673 | Investment Management | $138,978 |
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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 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 7.90% | 7.64%+0.3pp | 7.98%-0.1pp | 11.88%-4.0pp |
| Employer contribution / active EE | $8,871 | $10,406-14.8% | $23,724-62.6% | $14,612-39.3% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |