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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY7+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175091 | Investment Management | $971,497 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $492,970 |
PGIM INVESTMENTS2 years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 13-2631108 | Investment Management | $280,527 |
SHENKMAN CAPITAL MANAGEMENT7+ years Filed as: SHENKMAN CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-3280361 | Investment Management | $226,749 |
USI CONSULTING GROUP7+ years Service code 13 · EIN 13-4032401 | Contract Administrator | $181,361 |
METLIFE LIFE INSURANCE COMPANY7+ years Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 23 · EIN 13-5581829 | Investment management; Insurance serv... | $122,042 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS, INC. Service code 28 · EIN 23-2811930 | Investment Management | $121,280 |
AXA EQUITABLE LIFE INSURANCE CO7+ years Filed as: AXA INVESTMENT MANAGERS N.A. Service code 28 · EIN 13-4045673 | Investment Management | $112,896 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $110,870 |
Filed as: AXA ROSENBERG INVESTMENT MANAGEMENT Service code 28 · EIN 68-0422654 | Investment Management | $80,884 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,044-100.0% | $54,060-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 8.4%-8.4pp |
| Annual return | 7.36% | 134.79%-127.4pp | 36.37%-29.0pp | 18.35%-11.0pp |
| Employer contribution / active EE | $0 | $12,114-100.0% | $37,223-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $107-100.0% | $524-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $568-100.0% | $9,141-100.0% |