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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY4+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175091 | Investment Management | $1,951,168 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $285,150 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $273,328 |
USI CONSULTING GROUP4+ years Service code 13 · EIN 13-4032401 | Contract Administrator | $229,102 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 23 · EIN 22-1211670 | Insurance services | $208,270 |
Filed as: SHENKMAN INSURANCE CO Service code 28 · EIN 13-3280361 | Investment Management | $171,519 |
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 23 · EIN 13-5581829 | Investment management; Insurance serv... | $124,919 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $114,340 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA INVESTMENT MANAGERS N.A. Service code 28 · EIN 13-4045673 | Investment Management | $95,872 |
Filed as: CLARK SCHAEFFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $19,000 |
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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 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | -2.48% | 3.99%-6.5pp | 4.36%-6.8pp | 10.56%-13.0pp |
| Employer contribution / active EE | $104,492 | $11,621+799.2% | $27,383+281.6% | $13,643+665.9% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |