| Provider | Service type | Compensation |
|---|---|---|
SOUND SHORE4+ years Filed as: SOUND SHORE MANAGEMENT INC. Service code 28 · EIN 13-2509799 | Investment Management | $113,258 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Service code 28 · EIN 95-2705767 | Investment Management | $60,943 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $52,748 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 21 · EIN 13-2614959 | Bank Trustee | $25,908 |
Filed as: QS INVESTORS, LLC. Service code 28 · EIN 52-1893111 | Investment Management | $16,649 |
MERCER4+ years Filed as: MERCER INVESTMENTS MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $11,614 |
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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -7.11% | -3.49%-3.6pp | 4.36%-11.5pp | 0.19%-7.3pp |
| Employer contribution / active EE | $0 | $17,891-100.0% | $27,383-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |