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| Provider | Service type | Compensation |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC9+ years Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $454,929 |
MERCER8 years Service code 11 · EIN 13-2834414 | Actuarial | $402,243 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $246,367 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 36-2235791 | Recordkeeping | $181,965 |
DUGAN & LOPATKA7 years Service code 10 · EIN 36-2886485 | Accounting | $18,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,224-100.0% | $490,217-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 35.0%-35.0pp | 2.4%-2.4pp |
| Annual return | 3.87% | 7.94%-4.1pp | 7.21%-3.3pp | 7.94%-4.1pp |
| Employer contribution / active EE | $0 | $18,544-100.0% | $39,652-100.0% | $18,544-100.0% |
| Participant deferral / active EE | $0 | $1,093-100.0% | $95-100.0% | $1,093-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $28,496-100.0% | $200-100.0% |