| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $184,867 |
QS BATTERYMARCH FINANCIAL MGMT.1+ years Service code 28 · EIN 52-1893111 | Investment Management | $86,510 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $72,400 |
SOUND SHORE1+ years Filed as: SOUND SHORE MANAGEMENT INC. Service code 28 · EIN 13-2509799 | Investment Management | $66,866 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Service code 28 · EIN 95-2705767 | Investment Management | $65,463 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET RETIREMENT SERVICES Service code 28 · EIN 04-2456637 | Investment Management | $26,998 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $21,271 |
MERCER1+ years Filed as: MERCER INVESTMENTS MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $13,088 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $6,989 |
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 | $82,591-100.0% | $96,302-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.8%-0.8pp |
| Annual return | -1.13% | 2.41%-3.5pp | -2.90%+1.8pp | -0.60%-0.5pp |
| Employer contribution / active EE | $0 | $14,069-100.0% | $27,990-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $260-100.0% | $137-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $519-100.0% | $717-100.0% |