| Provider | Service type | Compensation |
|---|---|---|
SOUND SHORE3+ years Filed as: SOUND SHORE MANAGEMENT INC. Service code 28 · EIN 13-2509799 | Investment Management | $106,754 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $97,639 |
Filed as: QS INVESTORS, LLC. Service code 28 · EIN 52-1893111 | Investment Management | $79,801 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Service code 28 · EIN 95-2705767 | Investment Management | $62,710 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $19,096 |
MERCER3+ years Filed as: MERCER INVESTMENTS MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $15,302 |
Filed as: BNY MELLON Service code 21 · EIN 13-2614959 | Bank Trustee | $12,883 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET RETIREMENT SERVICES Service code 65 · EIN 04-2456637 | Account Maintenance | $7,438 |
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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 15.00% | 12.38%+2.6pp | 10.53%+4.5pp | 23.90%-8.9pp |
| Employer contribution / active EE | $0 | $23,325-100.0% | $29,360-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |