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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $278,786 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT Service code 28 P.O. BOX 219104 · KANSAS CITY, MO 641219104 | Investment Management | $238,419 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $190,025 |
Filed as: MARTIN CURRIE GLOBAL Service code 28 | Investment Management | $15,498 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR INTERNATIONAL Service code 28 155 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $11,199 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS RESEARCH INTERNATIONAL Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 021997632 | Investment Management | $10,240 |
EARNEST PARTNERS, LLC1+ years Filed as: EARNEST PARTNERS Service code 28 1180 PEACHTREE ST. · ATLANTA, GA 30309 | Investment Management | $9,736 |
BLACKROCK1+ years Service code 28 295 MADISON AVENUE · NEW YORK, NY 10017 | Investment Management | $8,621 |
PEREGRINE CAPITAL MANAGEMENT1+ years Filed as: PEREGRINE SCG Service code 28 808 PEREGRINE WAY · LEANDER, TX 78641 | Investment Management | $7,810 |
NORTHERN TRUST COMPANY1+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $7,132 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -21.74% | -10.37%-11.4pp | -38.86%+17.1pp | 2.77%-24.5pp |
| Employer contribution / active EE | $0 | $8,700-100.0% | $37,752-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |