| Provider | Service type | Compensation |
|---|---|---|
SOUND SHORE2+ years Filed as: SOUND SHORE MANAGEMENT, INC. Service code 28 · EIN 13-2509799 | Investment Management | $880,288 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $604,040 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Service code 28 · EIN 95-2705767 | Investment Management | $486,138 |
QS BATTERYMARCH FINANCIAL MGMT.2+ years Service code 28 · EIN 52-1893111 | Investment Management | $326,657 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $174,503 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $129,661 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $129,643 |
AETNA LIFE INSURANCE COMPANY2+ years Filed as: AETNA Service code 23 · EIN 06-6033492 | Insurance services | $124,591 |
MERCER2+ years Filed as: MERCER INVESTMENTS MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $73,508 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET RETIREMENT SERVICES Service code 28 · EIN 04-2456637 | Investment Management | $15,098 |
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 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 8.96% | 28.71%-19.8pp | 7.98%+1.0pp | 9.19%-0.2pp |
| Employer contribution / active EE | $0 | $15,250-100.0% | $23,724-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |