| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,088,314 |
QS BATTERYMARCH FINANCIAL MGMT.1+ years Service code 28 · EIN 52-1893111 | Investment Management | $660,840 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $549,628 |
SOUND SHORE1+ years Filed as: SOUND SHORE MANAGEMENT, INC. Service code 28 · EIN 13-2509799 | Investment Management | $506,593 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Service code 28 · EIN 95-2705767 | Investment Management | $496,006 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $162,877 |
AETNA LIFE INSURANCE COMPANY1+ years Filed as: AETNA Service code 23 · EIN 06-6033492 | Insurance services | $125,743 |
MERCER1+ years Filed as: MERCER INVESTMENTS MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $100,356 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $52,950 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET RETIREMENT SERVICES Service code 28 · EIN 04-2456637 | Investment Management | $19,028 |
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 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -1.09% | 0.61%-1.7pp | -2.90%+1.8pp | 1.67%-2.8pp |
| Employer contribution / active EE | $0 | $9,133-100.0% | $27,990-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |