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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $230,609 |
USI CONSULTING GROUP8+ years Service code 13 · EIN 13-4032401 | Contract Administrator | $216,947 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISORS, INC. Service code 28 · EIN 23-2811930 | Investment Management | $202,188 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $105,516 |
AXA EQUITABLE LIFE INSURANCE CO8+ years Filed as: AXA INVESTMENT MANAGERS N.A. Service code 28 · EIN 13-4045673 | Investment Management | $92,572 |
METLIFE LIFE INSURANCE COMPANY8+ years Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 23 · EIN 13-5581829 | Insurance services; Investment manage... | $78,205 |
SHENKMAN CAPITAL MANAGEMENT8+ years Filed as: SHENKMAN CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-3280361 | Investment Management | $73,213 |
Filed as: CLARK SCHAEFFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $40,400 |
Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $5,686 |
Service code 10 · EIN 27-5362399 | Accounting | $4,719 |
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,843-100.0% | $53,690-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 8.6%-8.6pp | 9.9%-9.9pp |
| Annual return | -21.83% | -10.02%-11.8pp | -4.80%-17.0pp | -5.25%-16.6pp |
| Employer contribution / active EE | $0 | $10,293-100.0% | $30,897-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $64-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $40,849-100.0% | $3,859-100.0% |